Category Archives: Modules
Provide more information on invoices with custom messages
Don’t miss the opportunity to communicate with clients that invoice messages offer …
Override standard invoice headers with your own custom headers
Create custom invoice headers to meet all of your business needs, and store them for quick reuse …
Designate your company’s pay dates for the year
Set the year’s pay dates and their corresponding cutoff dates for each pay period …
Group service items for faster billing
Configuring Billing Sets is an essential step in accurately and efficiently billing your clients when turning in jobs …
Pay different resources different amounts for same services
Pay rate tables make complicated pay structures easy to apply and accurate …
Shorten billing time with stored billing rates
Set up multiple billing rate tables so you can automatically charge different amounts to different clients for the same service items based on prices you negotiate with clients …
Set up rush rate tables to save time
Reduce the number of billing and pay rate tables you need, plus save time when creating them by setting up a list of expedite/rush charges first …
Set up billable services
Customize lists of your billable services so staff, resources, and clients all have the same options when billing/turning in jobs/requesting services …
Organize billable services into logical groups
Instead of having to scroll through 100s of billable services when invoicing, use Service Item Subgroups to organize service items into smaller, related groups of services to speed up billing …
Set up your general ledger
Use RB’s default accounts as is, or customize the Chart of Accounts to fit your business …
