title

Clients & Profits Featurecast

Clients & Profits

0
Followers
0
Plays
Clients & Profits Featurecast
Clients & Profits Featurecast

Clients & Profits Featurecast

Clients & Profits

0
Followers
0
Plays
OVERVIEWEPISODESYOU MAY ALSO LIKE

Details

About Us

Exploring the many features of Clients & Profits that help you work smarter, faster, and more profitable.

Latest Episodes

Clients, how shall I bill thee?

Clients can be billed for anything you do -- whether you’re billing an estimate, an advance, a retainer, a service charge, or a job’s final costs. A/R invoices are seamlessly integrated with jobs and costs, so billing is particularly quick and easy -- and can be mostly automatic. Every kind of client invoice -- including deposits, retainers, advances, credits, and discounts -- are added into Accounts Receivable. Clients & Profits can even invoice clients for things you may have forgotten to bill. Like finding money under your couch cushions, the best surprises are those that put money into your pocket. And no agency management software can do that like Clients & Profits.

12 MIN2016 JAN 28
Comments
Clients, how shall I bill thee?

Sales Commissions Made Easy

The painful process of tracking and calculating sales commissions for AEs is completely automated in Clients & Profits. Sales commissions are based on job billings for clients, jobs, and job tasks that are marked as commissionable. Commissions are calculated for either account executives and business development (bizdev) executives, or both. Commission rates are set by job type and can be a percentage or flat-rate spiff. Individual job tasks and invoice line items can be made commissionable, which Clients & Profits uses to calculate commission amounts on reports.

6 MIN2012 JAN 11
Comments
Sales Commissions Made Easy

Closing the year with Clients & Profits - Part 2

Last week, I walked you through the process of preparing to close your agency's fiscal year. This week, we'll actually do it. The Clients & Profits Close Year utility is very easy to use and does all of the work of resetting the General Ledger for you. As long as you've checked your balance sheets, reconciled your checkbook, and backed everything up, we're ready close the books on another fiscal year.

6 MIN2011 DEC 30
Comments
Closing the year with Clients & Profits - Part 2

Latest Episodes

Clients, how shall I bill thee?

Clients can be billed for anything you do -- whether you’re billing an estimate, an advance, a retainer, a service charge, or a job’s final costs. A/R invoices are seamlessly integrated with jobs and costs, so billing is particularly quick and easy -- and can be mostly automatic. Every kind of client invoice -- including deposits, retainers, advances, credits, and discounts -- are added into Accounts Receivable. Clients & Profits can even invoice clients for things you may have forgotten to bill. Like finding money under your couch cushions, the best surprises are those that put money into your pocket. And no agency management software can do that like Clients & Profits.

12 MIN2016 JAN 28
Comments
Clients, how shall I bill thee?

Sales Commissions Made Easy

The painful process of tracking and calculating sales commissions for AEs is completely automated in Clients & Profits. Sales commissions are based on job billings for clients, jobs, and job tasks that are marked as commissionable. Commissions are calculated for either account executives and business development (bizdev) executives, or both. Commission rates are set by job type and can be a percentage or flat-rate spiff. Individual job tasks and invoice line items can be made commissionable, which Clients & Profits uses to calculate commission amounts on reports.

6 MIN2012 JAN 11
Comments
Sales Commissions Made Easy

Closing the year with Clients & Profits - Part 2

Last week, I walked you through the process of preparing to close your agency's fiscal year. This week, we'll actually do it. The Clients & Profits Close Year utility is very easy to use and does all of the work of resetting the General Ledger for you. As long as you've checked your balance sheets, reconciled your checkbook, and backed everything up, we're ready close the books on another fiscal year.

6 MIN2011 DEC 30
Comments
Closing the year with Clients & Profits - Part 2

Listen Now On Himalaya