where are invoice design files stored in billings pro

Click on send estimate and then switch to the preview tab.Click on the options button and under the General heading, change the header to say “Retainer/Deposit Due”. So we’ll use the Estimate feature to send our client a notification to pay up first.Ĭreate a new project if necessary and add an estimate slip with a fixed amount of your retainer. Give the slip a name like “project retainer” or “deposit” so it’s clear what this is for. Except that it’s not really an invoice, because you haven’t done anything yet.

Use an estimate to “invoice” the retainer initiallyįirst thing you’ll need to do is send your client an invoice for the agreed retainer amount. Lawyers will also typically request a retainer before taking on a case to account for court fees and the time needed for the initial claim, for example. The amount would cover the opportunity cost of not being able to book another gig in case the bride and her potential mother-in-law come to blows before the big day and cancel the whole thing. Or, in the case of a wedding photographer, that retainer would ensure the date they’ve booked is solid. A project that is delayed means that a service based contractor, like a web designer who booked a couple solid weeks to work on a new site for a client, wouldn’t get paid until after it’s done without a retainer. Many service industries use them as a way of making sure that their billable time doesn’t go to waste.

Retainers – aren’t those for teens with bad teeth?Ī retainer is a deposit that a client pays you to put towards future invoices. For anyone that collects some sort of deposit, or pre-payment for their services, using retainers is essential for proper invoicing and good bookkeeping.

Where are invoice design files stored in billings pro