This video covers completion percent invoicing and retention including the only one time to choose, accepting the estimate, standard contract job but how invoices are broken down into categories, explaining retention, refundable deposits, statements and invoice back retention.

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This video covers cost plus invoicing, including how to accept an estimate, main difference (invoices from PO/WO), refundable deposits, how to create invoices and show two print formats, and the statement.

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Learn the different aspects of contract invoicing. This includes presets within Buildxact, altering stages, refundable deposits, as well as handling billing variations and tips and tricks for accounting users.

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Use variations (settling pc/ps items) in Buildxact. Learn about over and above variations, how to fill out details, as well as printing and accepting variations.

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Understand how to use work orders and manage internal costs. We’ll explain what work orders are for, how to use them, and your timesheeting options in Buildxact.

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Learn purchasing functions and how to manage receiving costs. Review the three types of purchase orders and some notes and tips for accounting users.

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See how scheduling works in Buildxact. This includes structuring your schedules, methods of creation, easiest setups, and the various views and functionalities available with the Buildxact scheduling feature.

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Create a job within the Buildxact platform, including the types of jobs you can run within Buildxact, default invoices available, as well what job acceptance is and how it works.

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