Jobs, Quotes, Invoices, Expenses | Help Portal

Multi Currencies in Streamtime

Streamtime allows Quotes, PO's, Expenses and Invoices to be created and sent using different currencies (Premium Plan Only)

Written by Michael O'Riley
Updated over a week ago

Purchase Orders

Create & Send Purchase Orders to your suppliers then export them across to Xero (Premium Plan Only)

Written by Michael O'Riley
Updated over a week ago

Creating and Planning Jobs

Creating a Job!

Want to know how to create and plan a job in Streamtime? Look no further

Written by Ryan Clement
Updated over a week ago

How do job numbers work in Streamtime?

Assign a job number to a job in Streamtime, or don't. It's up to you.

Written by Nate Mateu
Updated over a week ago

Item Stages

Is something not showing up on the team schedule or in your To Do screen? You might not have the right stage set against the item.

Written by Danielle Wilson
Updated over a week ago

Create template jobs

Create templates and duplicate them to save time. Use job duplication for repeat jobs and retainers.

Written by Danielle Wilson
Updated over a week ago

Duplicating Jobs

Duplicating from a master job is a great way to create job templates.

Written by Patrick Morgan
Updated over a week ago

Scheduling & Team Capacity

Easily track your team’s tasks in one clear view, and rearrange them on the fly.

Written by Ryan Clement
Updated over a week ago

To Do Schedule

Let's take you through just how the To Do Schedule works

Written by Ryan Clement
Updated over a week ago

Personalising your Jobs List

Setting up your WIP job list exactly how you want

Written by Ryan Clement
Updated over a week ago

How do I create a retainer?

Create, manage, and track progress against retainers in Streamtime.

Written by Patrick Morgan
Updated over a week ago

How do I set a milestone on a job?

Create milestones on jobs to mark important stages, events and deadlines.

Written by Patrick Morgan
Updated over a week ago

Completing and Archiving Jobs

What to do when a job is completed. How to archive your jobs to refine your Active jobs (WIP) list through job statuses

Written by Danielle Wilson
Updated over a week ago

Can I track my team's holidays in Streamtime?

Use Streamtime to keep track of your team members' sick days, annual leave, and any other time off.

Written by Patrick Morgan
Updated over a week ago

Quoting

How do I Quote?

Create quotes, send them to clients, get them approved, and create budgets in Streamtime.

Written by Ryan Clement
Updated over a week ago

Can I apply discounts to Quotes / Invoices?

Include a discount (%) in your quote or invoice

Written by Danielle Wilson
Updated over a week ago

Fixed fee projects and value pricing

What are the different ways I can cost my job?

Written by Aaron Green
Updated over a week ago

Can I customise the layout of my quote or invoice?

Customise the layouts of your quotes and invoices so that your clients see them just the way they're meant to be seen.

Written by Patrick Morgan
Updated over a week ago

Online Quote Approval

Send quotes to clients direct from Streamtime, and have them approve their quotes online too

Written by Danielle Wilson
Updated over a week ago

How do I add my company's Terms & Conditions to a quote?

Include T&Cs on your quotes. Setup a master T&Cs, or make changes to these to show differently on different quotes

Written by Patrick Morgan
Updated over a week ago

Unable to download my quote / invoice

If you are having trouble downloading a quote or invoice when clicking the PDF button, then your browser could be blocking pop-ups

Written by Ryan Clement
Updated over a week ago

Invoicing

How do I create an invoice?

Create invoices using a Job Plan, Time & Expenses or an approved Quote.

Written by Danielle Wilson
Updated over a week ago

How do I see and invoice unbilled time and expenses?

Find out what time and expenses have been billed, see what remains unbilled, and create invoices of this unbilled time.

Written by Patrick Morgan
Updated over a week ago

Creating a deposit invoice (managing part-billing/instalments)

Lots of companies will create an initial deposit invoice to kick off a project. Here's how Streamtime manages it.

Written by Danielle Wilson
Updated over a week ago

Recording payments in Streamtime

Mark an invoice as 'Paid' within Streamtime, or record the payment in Xero or QuickBooks and pull this information to Streamtime

Written by Patrick Morgan
Updated over a week ago

Expenses

Tracking Third-Party Expenses and Purchase Orders against Jobs

Track third-party costs and purchase orders against your jobs using Expenses

Written by Danielle Wilson
Updated over a week ago