Ensure You’re Getting Paid During Your Stress-free Holiday Weekend

While you’re out, you want money coming in. Senior trainer Zac Meyer shows you how to prep bills for sending while you’re away. 

First, use Communicate to easily notify staff you’re headed out of town. Second, use the Work in Progress Billing Report to get pre-bills out early. Lastly, don’t forget to edit the note on invoices if it references you or someone who’s out of office.  

Up next in the series:
 

• Delivering Excellent Client Service During Your Stress-free Holiday Weekend Tutorial