Happy Tech Tip Tuesday!
Today, I'm showing you how to create and apply Client Credits.
Client Credits are an easy way to track and manage credits that are owed to your clients. This can include retainers, prepaid blocks of hours, credits for returns and cancellations, and refunds. Using Client Credits can help you improve your financial management, streamline your billing process, and uplevel your customer service.
Client Credits can also help you build trust with your clients and help you avoid disputes. Having a clear record of credits eliminates confusion and makes your client’s financial obligations clear.
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