Plan: Not Available: Intermediate, Pro Available: Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Not Available: Xero Practice Manager, APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI
These short tutorials demonstrate how to create and manage Invoices for Standard, Billing and Workflow jobs when using FYI for Practice Management.
Creating Interim Invoices for a Standard JobWatch this tutorial to learn how to create an interim invoice for a Standard Job in FYI. | |
Creating Invoices for Standard JobsWatch this tutorial to learn how to create progress or final invoices for Standard Jobs in FYI, by allocating Time & Disbursement entries and writing on or off WIP. | |
Creating Interim Invoices for Billing and Workflow JobsWatch this tutorial to learn how to create an interim invoice for Billing and Workflow Jobs in FYI. | |
Creating Progress & Final Invoices for Workflow JobsWatch this tutorial to learn how to create progress and final invoices for Workflow Jobs in FYI. | |
Creating Disbursement InvoicesWatch this tutorial to learn how to create disbursement invoices for all disbursement entries. | |
Adding an Interim AmountWatch this tutorial to learn how to add an interim amount to a progress or final invoice to pre-bill future work, instead of creating separate invoices. This is commonly referred to as mixed invoicing.
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