Billing
Save time & money with FC Billing (Beta)
22 articles
- Set Up Project Based BillingLink invoices to projects, set a dollar budget per project, and read the realization table to see how your billings match your tracked time.
- Lock Client Files Behind an InvoiceHold deliverables and sensitive documents until clients pay in full. Files unlock automatically once payment is complete.
- How to Create and Send an InvoiceLearn every way to invoice a client, from one-time charges to automatic recurring billing.
- FC Billing OverviewSave time and money with Financial Cents' Billing feature
- How to Set Up Billing in Financial CentsSet up billing once and start collecting payments from clients without leaving Financial Cents.
- Sync Invoices & Payments with QuickBooks OnlineSend invoices and payments from Financial Cents to QuickBooks Online automatically, and spot any invoice that has not synced with the new QuickBooks filter.
- Proposals & Engagement LettersSend professional proposals and engagement letters, collect payment info, and auto-activate invoicing once your client signs.
- Unbilled time, WIP (Work in Progress)See every billable hour you have not invoiced yet, turn it into draft invoices in bulk, and verify hours and dollars before anything goes out.
- Pass Card Fees to ClientsPass card processing fees to your clients
- Invoice & Payment SettingsEdit invoice #, address, email, deposit & expense accounts, and more
- Optional add-on services in ProposalIncrease revenue by upselling prospects in your proposals with optional add-ons
- Request payment methods from clientsEasily request payment methods from clients
- Proposal PackagesIncrease revenue and upsell clients with the ability to offer different pricing and service packages in your proposals.
- Time Entry RoundingRound up time entries on invoices to a specified value
- Tax CodeCreate a set of predefined tax rates for use when invoicing
- Credit MemosFlexibly handle payments made to your firm by using Credit Memos!
- Setting Up and Using RetainersLearn to set up retainer service items, collect retainers, and bill against retainers
- Billing FAQ'sAnswers to the most commonly asked questions about Billing
- Billing Application - Business Verification Documentation
- Billing Application - Bank Verification Documentation
- Bulk Send Draft InvoicesSend multiple draft invoices simultaneously with the new bulk send feature.
- Collect Partial Payments in InvoicesAllow clients to pay their invoices with customized payment amounts