Canopy Classroom: From Time to Payment: Mastering Invoicing & Retainer Billing

Get paid before the work starts, bill whole client groups in one shot, and stop rebuilding invoices from scratch.

Do you find yourself doing all your work first and hoping the payment follows?

This workshop walks you through Canopy’s full invoicing workflow, tracked time, retainer billing, group billing, invoice templates, and payments, so you can collect money up front, bill smarter, and get paid faster.

By the end of this session, you’ll be able to:

• Send a retainer invoice to collect payment before the work even starts.
• Apply tracked time and expenses to a retainer and watch the remaining balance update automatically.
• Bill a group of related clients with one invoice, without losing sight of each client’s work.
• Use invoice templates and the latest invoice updates to send cleaner invoices, faster.
• Get paid faster by using Canopy’s built-in payment processing.