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  1. Canopy
  2. Time & Billing
  3. Invoicing

Invoicing

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  • Invoices Dashboard Overview
  • Set User Rates & Service Rates for Billing
  • Set Default Invoice Settings
  • Create Service Items
  • Create an Invoice
  • Create a Recurring Invoice
  • Create a Billing Credit
  • Apply a Billing Credit to an Invoice
  • Delete or Remove Billing Credits
  • Create an Invoice With Zero Balance Due
  • Make an Account Payment
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