Articles tagged invoicing

When someone other than the customer pays for the work — a rental fleet, a car dealer, a property owner — set them up as a billing account so the job stays on the customer's history and the invoice goes to whoever pays.

Tax locations let an invoice charge the sales tax of the place where the work was done. A New Hampshire shop's mobile job in Massachusetts charges Massachusetts tax automatically. Here's how the place is chosen, how to s...

Three states people use the words 'estimate', 'quote', and 'draft' for, all interchangeably and all incorrectly. Here's the actual distinction in Suprata and how to use them.

Tax categories let you charge different tax rates on different kinds of items on the same invoice. Here's how categories, tables, and pricelist items work together so the right tax shows up automatically.

Recurring invoices generate billing on a schedule — monthly maintenance plans, quarterly retainers, annual licenses. Here's how to set up a schedule, the per-customer vs. per-agreement variants, and the gotchas around pr...

Three different ways Suprata handles ongoing customer relationships. They look similar on the surface and trip people up constantly. Here's how to pick the right one.

The thirty minutes between when the last tech rolls in and the office shuts down. What to close, what to send, what to flag for tomorrow — and why skipping any of it costs you next week.

How a job becomes an invoice becomes a synced QuickBooks transaction: industry forms attach automatically, time and parts roll up to a draft invoice, and tax categories drive every line's allocation.