Topic: Tips & Tricks / Take a deposit up front for your projects

I understand this workaround, however, what can I give my clients as a receipt for payment (payment with a check) until I do the work and invoice them as paid? Or do most of you handwrite receipts?

Topic: Tips & Tricks / Skeletons for Project to Project task import

Hi, I’m new to this forum and the Cashboard tool as a whole, but the suggestion above was very helpful for reuse of “project” tasks. Is there a way that we can pull from our “global” tasks from Project to create Estimates? Or would we have to re-create the same list of our standard services to create Estimates?