Tagged

Invoicing

← All support topics

Invoicing as a Freelance Recruiter Bill retainers, milestone fees, or placement fees, and keep clean records per client. Invoicing for independent recruiters. Invoicing Recruiters Retainers What is a milestone payment? A milestone payment bills a portion of a project when a defined stage is finished, instead of all at once. It's a friendly way to keep cash flowing on longer engagements. Invoicing Milestone Billing Projects Turn a week of time into one invoice Batch a whole week (or month) of tracked hours into a single tidy invoice instead of billing entry by entry. Billing Invoicing Time Tracking Billable vs non-billable hours Not every hour goes on a client's invoice. Mark what's billable so admin time stays off the bill but still shows in your reports. Billable Hours Invoicing Time Tracking Track a project from deposit to delivery Follow one job end to end — approved estimate, deposit in, work on the board, final invoice out — so you always know where money and work stand. Deposits Invoicing Projects Turn a project checklist into an invoice Done items, meet billable lines. Convert the checklist you've been ticking off into invoice line items so nothing delivered goes unbilled. Checklists Invoicing Projects Bill a project by milestones Invoice as the work clears each stage instead of all at the end. Here's how to tie milestone payments to your project's phases. Invoicing Milestone Billing Projects Record a bank transfer or check payment manually Got paid by wire, ACH, or a paper check outside Fee-Lion? Log it against the invoice so your books and the client's balance both stay right. Invoicing Payments Reconciliation Apply a collected deposit to the final balance You took a deposit up front. Here's how that money carries over so the final invoice only asks the client for what's still owed. Deposits Invoicing Payments Read Invoice Aging to Protect Your Cash Flow Use the aging report to see who owes you and how overdue they really are. Cash Flow Invoicing Reports