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Financials




Financial Settings
Company information When sending an invoice to customers, your company logo and address appear in the top corner. Add your logo and address from Administration > Company Preferences. Optionally you...
Creating Time And Material Invoices
To bill for tracked time, your basic workflow should be as follows: Create a time & materials project for a specific customer organization. Create tickets and tasks in the project. Log billable time...
Invoicing Overview
(Available in Premium level or higher plans only) About invoicing in OneDesk Invoicing in OneDesk allows you to bill your clients for projects or tracked time and is tightly integrated with other...
QuickBooks Online Invoicing Integration
(Available in Premium level or higher plans only)  Summary: Copy your OneDesk invoices to QuickBooks Online. Send invoices to customers from within OneDesk directly with QuickBooks Online....
Costs & Revenue / Budget Management
(Available in Premium level or higher plans only) The Financials application is for organizations who wish to handle finances surrounding their projects, tickets, and tasks within OneDesk. The...
Quoting Overview
A quote is a formal document that details the price of a project or service. In OneDesk you can send quotes to clients. Quotes can be generated from project templates or created from scratch....
Creating Flat Fee Invoices
You can create invoices to charge for a fixed amount. Flat fee invoices are linked to flat fee projects. Remember: Quotes can be converted into invoices. You can link a project to a quote. If the...
Prepaid Hours (PPH)
Depending on your industry, prepaid hours may be referred to by a number of other terms such as a prepayment invoice, support contract, a time bank, or a block of hours. Prepaid hours is when you...
Max Billable Hours
Billable hours are charged to a client based on an agreed upon rate. In OneDesk, billable hours are logged via timesheets on your tickets or tasks within a project. You can set the maximum billable...
Service Types
What are service types? If you bill based on different products or services, the service type feature of OneDesk would be useful for you. You can set rates and charge for time based on the type of...