The billing section contains three apps, your Today page for managing your billings, the Dashboard for metrics, and Clients for entering and updating your client records.
NOTE: You will need at least the security right of "Add and Edit Client Invoices and Credits" to be able to bill any project in Platinum.
Today - Billing
For more details, please review the Today - Billing guide.
From this page, you can view your Billing Worksheets needing Review, view the To Bill as of a specific date, view your Invoices; Waiting to be Approved and Waiting to be Printed/Emailed, and Views of all invoices, receipts, deposits, worksheets, and transactions on your projects. You will also be able to view your Conversations and the Daily Feed for the day’s date.
For more details, please review the Billing - Dashboard guide.
From this dashboard, you can graphically view your Revenue for the Month, AR Aging, Billing Actions for the Month, and Current Open Amounts. Can be viewed in month-to-date and year-to-date formats. You can resend invoices by drilling into the Aging details.
For more details, please review the Billing Clients guide.
This is a list view of your Clients, along with the default and any custom views you made to report on Clients overall. From here you can create new Clients, along with clicking on any client to access their record further.