Level 1

Charges

Hello,

I am a marketing company and we have all sorts of little projects that come up during the course of a month. And I need to capture those little work orders and charges and get them to an invoice to the client at the end of the month. What are some options to track these charges? A project that I add to? An estimate? An invoice? Most of our clients are on retainer and we send invoices out at the first of the month but then we also do work outside of the retainer that needs to be billed. Any suggestions or help would be appreciated!

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