Best Practices for Better Invoicing
• Customize Invoice Template styling and Custom Fields
• Show Work…
Best Practices for Scheduling & Resourcing
• Take advantage of Auto-Scheduled Time
• Understand the Booking Tool
•…
Best Practices for Email Capture & Requests
• Email Capture Rules and Integration Settings
• Request Inbox…
Best Practices for Retainers & Recurring Work
• Retainer Use Cases
• Periods, Allowances & Templates
• When to…
