SynkedUP

How to lower a work area's price for a credit, or raise it to bill additional work, after the work area has already been approved.

How to Adjust a Work Area's Price After It's Approved (Credit or Additional Billing)

How to give a customer a discount on a job.

How to Apply a Discount to a Job

If you do not want to show money you receive as down payments in an income account, follow the steps in this article

How to record a down payment as a liability instead of as income in your QuickBooks Online account

Change the down payment percentage on a proposal or invoice, and understand how sales tax is handled across payments.

How to Change the Down Payment Percentage

Create an invoice for a progress payment for Quoted Price, T&M and Flat Rate Pricing Type jobs

How to Create a Progress Payment Invoice

Learn how to invoice in advance for maintenance contracts using the Quoted Price Pricing Type

How to Invoice for Quoted Price Maintenance Contracts

How to bill for maintenance jobs in SynkedUP

How to Invoice for Flat Rate or Time & Material Maintenance Jobs

Why do some jobs have taxable toggles on the workareas and others on individual items?

The difference between a Taxable Item and a Taxable Workarea

Learn the layers to the tax system in SynkedUP

Tax you pay as a Contractor vs Tax you bill your Customers

This article details how to invoice your customers for a specific date range, billing them for only items and services in that date period.

How to Invoice for a specific Date Range

Send your invoices directly to QuickBooks Online

How To Invoice for Projects

How to Keep a Card on File for your Customer

Weston Zimmerman

Fred Pape

Billing & Invoicing

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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