Keep site receipts with the commission
Record a project purchase where the billing colleague can find its context.
Track time. Get paid.
Keep site visits and project purchases with the commission. Save receipts and review agreed billable expenses before preparing your practice’s next invoice.
Record a project purchase where the billing colleague can find its context.
Review what the appointment allows before passing costs to the client.
Retain project costs inside the fee when reviewing the commission’s margin.
An expense record does not determine contractual recovery or tax treatment. Keep those decisions with the appropriate records.
Start free, add a project expense, and keep the receipt with it.
Start free