Finances
Ensuring the financial health of projects and your business
By Thomas and 3 others4 authors31 articles
- Overview of invoicing in Materio
- Handling Bank Draws
- Setting Budgets for your Project
- Lock in billable rates for a project
- 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
- Why a Fully Paid Item Might Show as “Partially Paid”
- Reviewing Sales Tax Collected by Month
- Recording refunds and using credits from vendors