Money
Invoices, progress billing and online payments
Deposit, progress, milestone and retainage invoices that clients pay online.
Invoice types
- Deposit — a fixed amount or % of the contract.
- Progress — bills each budget line by % complete (from the schedule or typed in).
- Milestone — tied to a schedule milestone.
- Retainage — holds back a % and releases it at the end.
Getting paid
Sent invoices include a pay-online link (card or bank transfer when payments are connected). Payments are recorded automatically; checks can be recorded by hand. Overdue invoices get polite reminders.
Bills and POs
Enter sub and supplier bills against cost codes and approve them for payment. Purchase orders track what's committed before the bill arrives.
Still stuck? Search the help center or check the service status.