Receiveables/Invoicing

Invoicing

• Auto-Select Orphaned Change Order Suggested Billing
• Progress Billing for a Project
• Sales Orders: Adjusting Sales Tax After Invoicing
• Projects: Adjusting Sales Tax After Invoicing
• Invoicing a Customer
• Removing and Changing Tax Codes on Projects (Tax Exemptions, Tax on Cost, Change Orders)

Application for Payment

• Completing an Application for Payment After Approval
• Application for Payment Approved for a Different Amount
• Creating an Application for Payment

Customer Payment

• Taking a Customer Deposit for a Project
• Completing a Customer Payment
• Writing Off Bad Debt (Uncollectable Receivables)

Customer Interest

• Administrative Set-Up for Interest Invoices
• Invoicing Interest Charges