Billing
- Creating invoices in CORE
- Setting up payment terms
- Creating invoices from billing schedules
- Applying retainers and discounts on invoices
- Creating joint invoices
- Managing invoices in CORE
- Managing invoice templates
- Recurring billing in CORE
- Automatic billing in CORE
- Using split billing
- Percent complete billing in CORE
- Progress billing in CORE
- Using write-up/write-down in CORE
- Emailing and printing statements
- Exporting invoices to LEDES
- Recording payments in CORE
- Managing payments in CORE
- Automating payment receipts
- Handling bounced checks
- Applying client credits on invoices
- Making online payments
- Managing AffiniPay ePayments
- Managing retainers in CORE
- Transferring retainers in CORE
- Memorizing retainer invoices
- Processing late fee invoices
- Managing collections in CORE
- Using credit memos