Category Archives: Lesson
Closing payroll
Review a specific pay date’s invoices, grouped and subtotaled by resource. Review and modify RB’s automatic selection of invoices for any resource. You can also reset (restart) an incorrect payroll …
Adjust resources’ current pay
Give resources bonuses, make other one-time pay adjustments, and deduct pay advances or other recurring deductions from the current payroll …
Change pay amounts on posted invoices
Correct resource pay on an invoice …
Forecast future income from collections
Use Collection Forecast to see what income you can expect from your collection efforts
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Monitor collection efforts
Keep your collection efforts on track by following up as scheduled and documenting your activities …
Send clients detailed collection letters
Send clients collection letters via email or traditional mail with all relevant details automatically filled in …
View all voided invoices for a set time period
Lists all invoices voided within a specified period, from oldest invoice to most recent …
View all paid invoices for a set time period
Lists all invoices paid within the specified period, from first paid to latest paid …
View monthly client activity reports
Easily view each client’s financial activities for a month, including the balance on any unpaid invoices …
Remind clients of overdue invoices
Send clients monthly statements listing their overdue invoices to prompt payments. Include the current invoices or send overdue invoices instead of statements …
