Billing
- Sales Tax Regions
- Tracking a Payment
- How to Track Time in OfficeTools
- How to Create a Work Code
- How to Setup Billing Tiers and Multipliers
- How to add WIP to an existing Invoice in OfficeTools
- How to add a Billing Rate to a Work Code
- How to Create Deposit Slips
- Bill-to-Contacts in OfficeTools
- Reoccurring Invoicing
- Project Invoicing
- Value Billing
- How to retro-update Billing Rates
- How to refund an over payment
- How to ensure new Work Codes are Billable
- How to add an Expense to an Invoice
- Credit Memos
- What are Billing Tiers and Multipliers
- How to Auto-Apply Payments
- Global Invoice Options - Aging Tab
- Debit Memos
- Global Invoice Options - Late Fees Tab
- Global Invoice Options - Format Tab
- Global Invoice Options - Options Tab
- Producing Late Fees
- How to enter Beginning Balances
- Previous Balance and Current Payments
- Progress Billing
- Utilizing Invoice Status
- How to Show Previous Balance and Current Payments on an Invoice