Agreements, invoices and getting clients billed correctly.
Build a monthly Service Plan, subscribe a client to it, and watch the period turn into a real invoice. See a ticket's billable time sit as unbilled work until it has somewhere to post, run the invoice through the approval queue, approve it, check what the client sees in their own portal, and see what happens when you try to bill the same period twice.
The two Discounts surfaces and what each one is for: the list under Billing that reads every client's discounts at once, and a client's own Discounts page, where a discount is actually made, edited and expired. Shot on a tenant with QuickBooks connected, with two discounts created for the frames and expired again in the same sitting.
Walk the Invoices list and one invoice's own detail page: a plan backdated on purpose so it owes several months at once, the Approval Queue's Approve and Reject, the backfill picker for a month that slipped through, an invoice priced below the plan's own list price, and the Send, Push to QuickBooks, Delete and Move to client actions on the invoice itself.
Open an existing service plan, read what each card on its detail page controls, and safely try editing, duplicating and deactivating it on a spare copy.
Build a quote for a one-off job, price a required line and an optional add-on separately, attach terms and a note, then record the client's yes and watch Convert to Invoice turn it into a real bill.
Search and filter the Quotes list, know when to void a quote instead of deleting it, set a quote's expiration date and its saved terms, see what a client actually reads in Quote Notes and on the printed PDF including its own Optional additions page, then give a service plan a second price with a pricing tier.