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We will walk through the entire life-cycle of Affluence Financial Planning purchasing some time from a financial planning subcontractor in order to have them run a financial planning event.
- Purchase Order and Bill for their time.
- Estimate, Sales Order, and Invoice for selling a sponsorship.
- Invoice for selling tickets.
- Expenses for decorations for the event.
- Credit Notes for refunding some tickets.
- Vendor Credits because they gave us some free hours because of how much PR they got.
- Retainer Invoices because we signed some consulting retainers from the customers that came!
- Recurring Invoices for an annual subscription we created.
- Recurring Bill because we decided to bring back this subcontractor on a monthly contract.
- Generating a Profit and Loss Statement from everything we just did.