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Jobs, Quotes, Invoices, Expenses
Jobs, Quotes, Invoices, Expenses
Here you will find what you need to know about Jobs and Quoting.
+4
30 articles in this collection
Written by
Aaron Green,
Michael O'Riley,
Danielle Wilson
and 4 others
Managing your projects with Priorities
Use a Priority board for a kanban approach to managing your jobs, with notes, tasks, and checklists.
Written by
Paddy Morgan
Updated over a week ago
Invoicing in Streamtime
Invoice jobs by time & expenses, quote, or job plan. Set up deposits, bill in stages or percentages, and track invoicing easily.
Written by
Sarah Nguyen
Updated over a week ago
Merging Line Items on Quotes and Invoices
You can merge line items on a quote or invoice to group them together and condense information for you client
Written by
Paddy Morgan
Updated over a week ago
How to Create a Credit Note
Create, manage and track Credit Notes in Streamtime.
Written by
Nate Mateu
Updated over a week ago
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 POs 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
Job Activity Log & Posts (Job Brief etc)
The Job Activity Log and 'Posts' form the foundation for future collaboration work while offering huge benefits themselves.
Written by
Michael O'Riley
Updated over a week ago
How to manage non-billable / internal time
Keen to know how much time gets spent on admin? No problem. This article explains two ways of managing non-billable time in Streamtime.
Written by
Polina Evmenova
Updated over a week ago
Creating a Job!
Want to know how to create and plan a job in Streamtime? Look no further
Written by
Paddy Morgan
Updated over a week ago
Item card design with sub-items
Get familiar with our job page design and organise yourself using sub-items.
Written by
Polina Evmenova
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 Statuses
Items are controlled by their status — Paused, In Play, or Completed
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
Paddy Morgan
Updated over a week ago
Job Schedule, Team Capacity and Team To Do
Easily track your team’s tasks in one clear view, and rearrange them on the fly.
Written by
Danielle Wilson
Updated this week
To Do Schedule
Let's take you through just how the To Do Schedule works
Written by
Paddy Morgan
Updated over a week ago
Personalising your Jobs List
Setting up your WIP job list exactly how you want
Written by
Paddy Morgan
Updated over a week ago
How do I create a retainer?
Create, manage, and track progress against retainers in Streamtime.
Written by
Paddy Morgan
Updated over a week ago
Setting and viewing a project milestone
Create milestones on jobs to mark important stages, events and deadlines.
Written by
Paddy 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
Paddy 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
Paddy Morgan
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
Paddy 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
Paddy 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
Paddy Morgan
Updated over a week ago
Invoicing
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
Paddy Morgan
Updated over a week ago
Expenses
Tracking Third-Party Expenses against Jobs
Track third-party costs and purchase orders against your jobs using Expenses
Written by
Danielle Wilson
Updated over a week ago