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

Best Practices

  • General
  • Invoices
  • Payments
  • Retainers
General Invoices Payments Retainers
  • How to calculate Average Collection Period?
  • How to calculate Realization Rate?
  • How to calculate Billing Multiplier?
  • Pre-billing steps
  • Percent Complete Billing: Overview
  • View All
  • How do I set the invoice number format?
  • Finding and processing your batch invoices
  • Invoice batches vs. manual invoices
  • Emailing invoices
  • Creating fixed fee invoices
  • View All
  • Using the Pay When Paid feature
  • Giving courtesy credit to clients
  • Transferring retainers
  • Applying retainers while invoicing
  • Handling retainers
  • Printing retainer receipts
  • Refunding client retainers and payments

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