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  1. CORE Help Center
  2. Using CORE
  3. Billing
  4. Best Practices

Best Practices

  • How to write off cash-basis invoices?
  • How to set up PST on projects?
  • How to set the account summary on invoices?
  • How do I specify date range on invoices?
  • How do I email invoices with specific naming convention?
  • How to do role-based invoicing?
  • Business problems CORE can solve
  • Calculating rates by employee
  • Batch invoices vs. manual invoices
  • How to handle Value Added Tax (VAT)?
  • How do I apply retainers while invoicing?
  • How does retainage work in CORE?
  • How do I display invoice discounts?
  • How to exclude time and expenses from invoices?
  • How to get draft invoices reviewed?
  • How to change discount label on invoices?
  • How to redo invoices without affecting revenue?
  • How to email invoices to clients and client contacts?
  • How do I hide rates on hourly invoices?
  • How to void invoices of previously closed period?
  • How to show GST on invoices?
  • How to handle merchant processing fee?
  • How to display memos on invoices?
  • How do I send invoices to multiple email addresses?
  • How to set class for invoices?
  • How to change invoice templates?
  • How to give courtesy credit to clients?
  • How do I hide cost and bill rates?
  • How can I track additional services fee?
  • How to re-bill clients for bounced payments?
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