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9 articles · Invoices, quotes, recurring billing, time, clients, services.

Invoices

2 articles

Create and send an InvoicePick the Client, review the Billable Items already waiting, and create the draft. Finalize & send is a separate, deliberate act.Web · Mac · iPad · iPhone Void or write off an InvoiceVoid one sent in error. Write off one that will never be paid — and the write-off belongs to the Period you decided, not the Period the Invoice does.Web

Quotes

1 article

Turn an accepted Quote into billingConverting a Quote makes its recurring lines a subscription and its one-time lines a draft Invoice. Nothing is retyped.Web

Recurring

1 article

How Recurring Billing worksOne subscription per Client, whatever the cycles. Quantities track the live count from your Vendor Systems, and changes take effect next cycle rather than prorating.Web

Time

2 articles

How Time Entries become Billable ItemsA billable Time Entry joins the Client's Billable Items and is pre-selected on their next Invoice. Nothing is retyped and nothing is billed twice.Web · Mac · iPad · iPhone Start a timerOne timer, everywhere. Start it on the Watch and stop it on the Mac — it is the same timer, and it appears on every other device within a second.Web · Mac · iPad · iPhone

Clients

2 articles

Archive or restore a ClientArchiving affects selection, never accounting. The Client disappears from pickers and stays in every report they belong to — and it is reversible.Web · Mac · iPad Import Clients from Contacts or a CSVEvery row is matched against your existing Clients first. The review says what will be created, updated or flagged before anything is written.Web · Mac

Services

1 article

Add a Service and set its priceA Service is what you sell — a Stripe Product with a Price. Its price is what a billable Time Entry charges, and a Stripe price can never be edited.Web