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  1. CORE Help Center
  2. Using CORE
  3. Billing
  4. FAQs

FAQs

  • Invoice FAQs
  • Retainer FAQs
  • Payment FAQs
  • Tax FAQs
Invoice FAQs Retainer FAQs Payment FAQs Tax FAQs
  • Does the Project ID and name appear on invoices?
  • Can proposal numbers show on invoices?
  • Is there a character limit for messages on invoices?
  • Can I display the Hourly Not to Exceed (NTE) amount on invoices?
  • How do I know who received the invoices?
  • View All
  • Is it possible to edit retainer requests?
  • Where do I set the due date for retainer invoices?
  • How can I differentiate between retainers and overpayments?
  • Is there a way to change the term of retainer invoices?
  • Can the retainer invoice label be changed?
  • View All
  • How to send automated reminders to clients for invoice payments?
  • How to process payments using client credit cards?
  • How can I record an overpayment?
  • Can I unvoid payments?
  • How can I check if invoices have credit payments?
  • View All
  • Can I batch update the tax option for multiple clients?
  • What is HST(E)?
  • What is VAT (E)?
  • How can I apply HST to new clients?
  • What happens to tax when invoices are written off?
  • View All

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