Everyone looks forward to payday! But it can be a letdown if you haven’t received payment from your clients. We’re here to help make every day feel like payday by simplifying the billing and payment process in Canopy.
This mini-training will provide a quick overview of how to get the most out of Canopy's invoicing tool.
In this training, you'll learn how to:
- Create a time entry
- View a WIP report
- Add service items
- Use hourly and fixed rating billing
Invoices In Canopy
First, let's take a look at how to create a basic invoice in Canopy.
Hourly vs. Flat Rate
After learning the basics, you can start planning how to build your invoices.
Decide whether to bill hourly or charge a flat rate for specific services. Every firm has its own preference, and with a few simple adjustments in Canopy, you can bill your clients in the way that works best for you.
While the process is mostly the same, let’s look at tools for both hourly and flat-rate billing.