HomeFinancesFinancesEstimates, Invoices & Purchases OrdersBy Timothy Murenzi and 2 others•31 articlesRetainersRetainersCreating a retainerApplying a payment (funding the retainer)Applying a retainer to an invoiceRefunds, un-applying, and other limitsInvoicesOverview of InvoicesHow to Create an Invoice and Add Items from the LibraryHow to Configure the Invoice Client View and Display SettingsHow to Send an Invoice to a ClientHow to Sign an Invoice as the DesignerHow to Use the Invoice Quick View PanelHow to Record a Payment on an InvoiceHow to Issue a Refund on an InvoiceHow to Create a Purchase Order from an InvoiceHow to Set Up Fees, Payment Schedules, and Terms on an InvoiceEverything WorkPayDesigner FinancesMarkup vs. margin: what's the difference?How To Successfully Implement A Tech FeeCreating custom headersEstimatesEstimates: An OverviewHow to configure the client view on an estimateHow to customize and download the estimate PDFHow to configure the client view on an estimateHow to set up fees, payment schedule, and terms on an estimateHow to send an estimate to a clientHow the client reviews and approves an estimateHow estimates convert to invoices and invoices convert to purchase orders Taking payments on an estimate (Workroom Estimate Payments)Grouping items on an Estimate or Invoice Document numberingSetting Up WorkPay