Job Billing
All things on billing for job management
9 articles
- How to Discount an InvoiceUsing negative Revenue Items to discount Invoiced Amounts in Lever.
- How to handle the QuickBooks CustomerRefId Error due to a Job Missing a Sub-CustomerFixing an uncommon bug that occurs for jobs that have been previously connected to QB but have lost their Sub-Customer ID.
- Converting multiple Revenues to use with one InvoiceHow to handle consolidating multiple Job Estimates/Revenues into one single invoice.
- Customizing Your Estimates and InvoicesCustomize your Estimates to show as much or as little information as you need.
- Create Estimates / Revenues in Lever360Track and manage job revenues through manual entries or detailed estimates tied to scope items via multi-items
- How to Add and Manage Scope Line ItemsA step-by-step guide to creating and editing scope line items in your Lever360 iRestore system for effective scoping and estimating.
- Resolving a Duplicate Invoice Number Error in Lever360Two ways to fix a duplicate invoice number error in Lever360 — quick override on the invoice, or update the next invoice number sequence in Company Settings.
- The Statement ReportGenerate a branded customer statement for a job that reflects the total balance due, with every invoice and payment to date.
- Pass-Through Fees when collecting Payments through a Payment ProcessorLever integrates with a Payment Processor, which adds a fee onto most credit card transactions. Here's how you can make sure your customers are informed before they pay.