Invoices
Learn how to create and manage invoices.
By Brandon and 1 other2 authors6 articles
- Invoicing and BillingThe BILLING area in Factor is where you prepare invoices, track payments, manage expense billing, and handle adjustment types like retainers and deposits.
- How to Create and Send InvoicesA step-by-step walkthrough of preparing, finalizing, and sending invoices in Factor.
- Tracking Retainers, Deposits, and CreditsFactor allows you to track adjustment types — such as retainers, deposits, or credits — that affect your invoice totals. These are set up once and then applied during the…
- Billing Pre-Payments (Retainers and Deposits)How to record a retainer or deposit from a client and apply it to future invoices.
- Credit Invoices for Closed Accounting PeriodsCredit invoices that fall in a closed accounting period. This feature is turned on by request through your Factor Product Specialist.
- Billing the Full Budget on a Not-to-Exceed Hourly PhaseHow to bill an hourly phase right up to its Not-to-Exceed limit or an exact budget amount, using write-offs, partial billing, and a custom billing role.