![]() ![]() Select the preparation option to set the default type of custom. Click Custom Client Invoice in the navigation panel. Expand a return configuration set on the navigation panel. for each transaction in the specified ranges. To set custom client invoice options, do the following: Open Dashboard, click Configuration on the navigation panel, and then click Return configuration sets under Tax. Itemize all the services & products with their rates, descriptions, & tax. hours and time-billing solutions, this time-tracking tool provides more options for. ![]() The report will show the type of revision such as voids, changes to the description, changes to the account distribution, etc. Add an invoice description, issue date, & payment due date. With Time Analytics, you can accurately track each task your team. ![]() The Transaction Register Report can be printed which you can select to show all of the revisions made for transactions for a specified date range, Project range, etc. See Editing a Proposal or Editing a Purchase or Work Order for more information. To change a Proposal or Purchase/Work Order, select the Proposal or PO/WO on the Documents and Accounting Window and click the Edit button. They can, however, be voided and re-entered. Client invoices and checks cannot be edited. For example, if you were trying to void a Client Invoice which already had a Payment applied, you would need to first void the Payment, and then you would be able to void the Invoice. In this case, you will need to void all of the previous entries under the selected entry. This will occur if the entry has any further accounting entries applied to it (such as a Payment, Invoice Adjustment, or Credit). Note: You may receive a message saying that an entry cannot be voided or changed. It gives you a host of options and extras to use on your lists, but you can completely ignore them if you dont need them and keep it very simple. To adjust a transaction, select the entry and click on the Edit button to change the information as necessary. Checkvist hits a sweet spot between minimal and complexity. Applied Retainers and Client Deposits - Upon attempting to void a Client Deposit that was created using the Apply Retainer Window, you will be alerted. ![]()
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