Goldenseal is draw schedule billing software that makes it easy to bill for projects
with a fixed payment schedule.
To set up a standard payment schedule, follow these steps:
- Choose Income Setup from the Income menu, and choose Draw Schedules from the submenu.
- Click the New button.
- Type in a set of payments, either as fixed amounts or percentages.
- If you use a standard down payment or final payment, enter the amounts.
- Click OK.
To create a draw schedule project, follow these steps:
- Choose Projects from the Accounts menu.
- Click the New button.
- Enter details for the project.
- Click on the Billing Type popup field and choose Draw Schedule.
- Hit the Enter key to save the record.
To bill for draw schedule projects, follow these steps:
- Choose Billing from the Bank menu, and choose Draw Schedules from the submenu.
- Double-click on a project that is ready to bill now.
- Click on the checkmark column to mark off draw stages that are ready to bill now. You can also type in an
amount or a percentage of a stage is partly complete.
- Click OK.
- Click Create Bills to bill for the project.
Goldenseal includes two other types of project billing-- progress payments
and time and materials billing. Goldenseal also includes job cost accounting, contract writing, estimating
and project management.
Goldenseal includes all of the following:
The Goldenseal draw schedule
software is available for Macintosh and Windows computers. You can get it in either single-user or
multi-user format. Click here for software pricing.
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