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Webinar 2 - Invoicing Tips, Techniques, and Solutions

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Many users find invoicing in QuickBooks to be a sore point: either there’s not enough detail, too much detail, or it just looks unprofessional. For fixed price users, generating simple scheduled payment invoices involves too much simplicity at the level of the estimate or too much clutter at the level of the invoice. For T&M users, getting the right amount of detail into the invoice can be challenging, as well as handling markup on non-labor items. This webinar will include the following topics:

  • Review of terms: income, revenue, earned revenue
  • Strategies for getting what you want to see into your Profit and Loss
  • Invoicing fixed/contract price work: getting the right level of detail into invoices
  • Invoicing T&M work: getting the right level of detail into invoices
  • Invoicing T&M work: automating markup
  • Change orders and allowances


  • Melanie Hodgdon

    President of Business Systems Management, co-author of A Simple Guide to Turning a Profit as a Contractor, Certified QuickBooks ProAdvisor, and popular speaker, Melanie Hodgdon works with clients to identify financial and procedural challenges and to generate realistic solutions that reflect the resources and style of their companies. Applying a blend of logic, insight, and experience with hundreds of contractors, she creates company-specific solutions to help contractors operate more profitably.

    She has developed a library of QuickBooks file templates, designs estimating and financial analysis tools, and provides customized procedural manuals designed to promote consistency and continuity in office practices.

    Melanie has been her clients’ “easy button” since 1994.

March 4, 2020
Wed 12:00 PM CST

Duration 1H 30M

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