Invoicing & Payments
Learn how to create and manage invoices, payment schedules, client payments, reminders, refunds, and Releventful Payments from billing through deposit.
By Releventful and 2 others3 authors24 articles
- How Quick-Close invoicing works
- Choose the right Quick-Close settings for an invoice
- Add more than one proposal, contract or invoice to an event
- Open the invoice editor for an event
- Edit items on a line-item proposal or invoice
- Customize a proposal for one invoice
- Choose what appears in the Invoice Detail Report
- Set a default discount for a client
- Copy an invoice
- Delete an invoice carefully
- Understand the client and vendor event portal
- Send and manage event portal messages
- Write a welcome email for booked clients
- Create and manage event To-Dos
- Edit an event timeline
- Share an event document with the right people
- Choose whether clients can change the portal image
- Organize To-Dos with section titles and times