For many years, BillQuick has offered the option to email draft and final invoices to clients, client managers, project managers and others. In 2008 this was enhanced to allow you to send multiple invoices to multiple clients or managers via automatically addressed emails. BillQuick also creates and attaches the PDF of the invoices going to each [...]
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Archive | January, 2010
How to Refund a Retainer
January 16, 2010
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There are situations when a retainer balance remains after a project is complete and the final bill is sent. This situation comes up in law firms, accounting firms, architectural firms, engineering and among IT consultants. Most commonly, the unused retainer is refunded to the client. Watch this short demo to see how to refund a [...]
Read moreBillQuick on Tour 2010
January 10, 2010
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UPDATED! The cities for BillQuick on Tour 2010 are: Reach for the Stars with BillQuick! – May 14, 2010 in Los Angeles Come Up a Winner with BillQuick! – November 11, 2010 in Viva Las Vegas —————————————————————————————————————————— It is time to mark your calendars! Open up Google or Bing and find the best plane, train [...]
Read more5 New Year Tips – Time, Expenses, Invoices (5)
January 9, 2010
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Tip #5 – Oh! I Forgot the Retainer! Did you forget to apply part of the project retainer to an invoice? Relax! BillQuick handles this in a couple of ways depending on the situation. Situation 1 – No Payment or Other Action Tell your client to throw away the invoice you sent them. Reverse the invoice on [...]
Read more5 New Year Tips – Time, Expenses, Invoices (4)
January 9, 2010
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Tip #4 – Right Employee, Right Activity, Right Project Clicked the wrong item in the drop-down list? Project X404 just got 4.25 hours that should have been recorded to Project X402. The reviewer didn’t notice. Project X404 was billed and the mistake was found . . . by the client. Your relationship take a hit. Write-off. [...]
Read more5 New Year Tips – Time, Expenses, Invoices (3)
January 8, 2010
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Tip #3 – More Billable and Productive Time BillQuick includes ways to save time recording hours worked and expenses. For example, many staff and managers work on the same projects every day and from one week to the next. Sometimes expenses are the same. About the only data that changes is the date. BillQuick’s Paste Special feature [...]
Read more5 New Year Tips – Time, Expenses, Invoices (2)
January 6, 2010
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Tip #2 - Review and Sort Time Entries by Project and Date When you display data in a grid in BillQuick, for example, time entries on the Sheet View or Reviewer screens, you can sort data by multiple columns. You can also sort expense entries, invoices, project billing records, and so on. (You also have many filter options [...]
Read more5 New Year Tips – Time, Expenses, Invoices (1)
January 4, 2010
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Tip#1 – Time and Expense Memos on Invoices Click for a Larger Screen BillQuick gives you the option to include time and expense memos on invoices. You control inclusion of memos in two ways: Selection of the invoice format ‘Memo on Invoices’ checkbox Select the Desired Invoice Format Whether an invoice shows detailed time [...]
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