How do you create an invoice for an advance payment or retainer prior to the entry of time and expense? How do I handle the retainer?
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Free Webinar – What’s New in BillQuick 2010
May 8, 2010
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It’s Stupendous! Colossal! You won’t believe your eyes! It’s . . . What’s New in BillQuick 2010! Yes, folks, come on down and see the wonderful new features. See what your suggestions and ideas have added in the year 2010. Don’t have a dollar? No problem. This great event is FREE! Just register and your [...]
Read moreAccounting, Accounting Integration, Add-ons, Announcement, Billing, BillQuick, BillQuick Agent Workflow, BillQuick HR, BillQuick University, Free, HR, Invoices, Link Files, New Feature, Project Management, PTO, Purchase Orders, QuickBooks Accounting, Reports, Retainers, Shortcut, Staff Task Allocation, Time, Time Card, Timers, Training, Vendor Bills, Web Expenses, Web Suite, Web Time, Webinar, Workflow
Tour 2010 – Los Angeles
April 11, 2010
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Coming Friday, May 14, to the Crowne Plaza Hotel at LAX . . . Tour 2010 – Los Angeles Now is the time to plan signing up for the Los Angeles stop for Tour 2010. This is the only California appearance. Why should you attend? Three very good reasons: In the past, users who attended BillQuick [...]
Read moreAccounting, Accounting Integration, Accounts Receivable, Advice, Announcement, Billing, BillQuick, BillQuick Agent Workflow, BillQuick University, Customization, Expenses, Invoices, Job Costing, Link Files, Project Management, PTO, Purchase Orders, QuickBooks Accounting, Reports, Retainers, Setup, Shortcut, Time, Time Card, Timers, Training, Vendor Bills, Workflow
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 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 moreRetainers for Next Month’s Work
November 11, 2009
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A common situation is a firm requires prepayment for services that will be delivered in the next month, quarter or over an extended period. Typically, this is part of an annual contract for services. BillQuick allows you to manage this in different ways. In this User Tip, let’s look at the Retainer approach: Send a [...]
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