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More productive than I ever could have imagined. I learned about so many tools I had ignored or overlooked.  Often, we get so busy that we just need quick fixes, but this call was well worth the time since the new tools I learned about will save me loads of it in the future.

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Streamline Billing and Payments
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Table of contents

Streamline Billing and Payments
    Creating Approvable Quotes
    11 min
    Creating and Submitting Invoices
    14 min
    Issuing and Using Retainers
    8 min
    Issuing Invoice Refunds
    5 min
    Collecting Deposits
    4 min
    Recording Invoice Payments
    6 min
    Adding Discounts to Quotes and Invoices
    2 min
    Grouping Custom Components in Quotes and Invoices
    6 min
    Hiding Individual Product Prices on Invoices
    3 min
    Linking Quotes, Invoices, and POs
    4 min
Add Services and Track Billable Hours
    Adding Flat Rate Services
    5 min
    Tracking Time and Billing for Hourly Services
    8 min
Sell Online Design Packages
    Setting Up and Selling Design Packages
    9 min
    Offering Discounts on Packages
    6 min
    Selling Design Packages on Your Website
    4 min
    Pricing Your e-Design Packages
    15 min

Keep learning

Get Started with DesignFiles

Create Moodboards & Room Mock-ups

Creating 3D Floor Plans

Streamline Billing & Invoicing

Sourcing Products & Managing Your Library

Placing & Tracking Orders

Project Management Essentials

Collaborate with Clients

Work Efficiently With Your Team

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