Invoicing

Invoices

• Line Item Descriptions and including them on Invoices
• How is retainage synced from Knowify to Quickbooks?
• How to create an invoice
• How to delete an invoice
• How to edit an invoice
• How to change the invoice number

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Billable items

• What are billable items?
• How to delete billable items

AIA-style invoices

• How to manage Unit based AIA invoices in Knowify
• Invoicing AIA in free mode
• Tracking retainage in quickbooks online
• Creating a retainage invoice in the AIA format
• What is stored materials for in AIA invoicing?

Online payments

• Online payments
• Including a payment link in an invoice email sent from Knowify
• How to generate a payment link