THIS PART WILL COVER: . . WHO INVOICES CLIENTS? Account manager after requested from Project Leads or by Projects Leads directly. . HOW TO INVOICE CLIENTS? In WorkEtc, got to Finances >> Unbilled Charges Find your project in the list, and expand the drop-downs until you find the billing milestone then select the whole hierarchy and click “invoice”. You can use the button “preview in new window” for final check before you send the invoice. […]
Author: thread
Projects – Contract Terms Template
You can find our Contact Terms Templates in Global/Live/Business docs. Look for the latest template version: Thread – Contract Terms – Template-2013v3 Save the document in a new folder: Global/Business docs/YYYYMMDD – Client Name (* YYYYMMDD = the contract date) Use file name: “Thread – Contract Terms – Client Name – quotenumber.doc” For example: Thread – Contract Terms – Myclientname – 2613-3692.doc Update the highlighted yellow fields on the document: – contract number = […]