Tips & Tricks

Quotes and Invoices = a match made in heaven

We created Streamtime with automation in mind, and in light of this have simplified the quoting & invoicing process. Create quotes form the job plan, select items & expenses and tweak the numbers to your liking. You won’t believe it, but when it comes to billing, its even simpler! In this session Tess & I will take you through some good-practice quoting & invoicing techniques.

You’ll learn:

  • How create quotes from the job plan
  • How to customise quote templates
  • How to invoice based on the job plan, the quote or the time & materials

P.S. We might even have something special to show you 🎁

Polina Evmenova

Poli is a Russian chic from Customer Success with good advice about, well, anything. She helps companies get the most out of Streamtime so they can keep running successful businesses.

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