All Collections
Finances
Ensuring the financial health of projects and your business
Overview of invoicing in Materio
Handling Bank Draws
Setting Budgets for your Project
Lock in billable rates for a project
Sending an Invoice for one category
How to edit default tax and markup rates
Collecting Retainers in Materio
How to add a markup to a Scope of Work item
How to add a markup to all items when creating a new project
How does Materio calculate my gross profit?
Tracking or adding an expense to your project in Materio
How to manage returns in Materio
Issuing a credit on a Materio client invoice
Requesting a quote from a vendor
What's the difference between Vendor Tax and Client Tax?
Choosing the right billing option in Materio
Creating and keeping track of a change order
Finance Performance Report
Tracking a quote
Markup vs. Gross Profit Margin: A Simplified Guide for Designers and Contractors
Adding Markup to Billable & Incidental Expenses
Send an Invoice Link Directly to a Client
Recording a Refund When Replacing an Item
Cash & Accrual Accounting Methods for Interior Designers
Include Multiple Recipients on Invoices, Deposits, Retainers, and Payment Notifications
Protect Yourself with Deposits and Retainers
Creating an invoice for a partial payment
How to use markup
How to edit product markups in your design library