You can invoice fixed fees and other project related expenses by enabling Expenses and adding expenses (either by sum or unit). If you delete the whole invoice, all its entries will be marked as uninvoiced. You can import time into an invoice multiple times (the only limit is that it has to be the same client). change description, amount, or cost), and it won’t affect the actual time entries. You can edit line items from imported as you want (e.g. ![]() If you delete some line item, all time entries from that item will lose their invoiced status. This will happen even if a time entry is approved. You can only import time entries that are both uninvoiced and billable.Īfter the import is done, invoice items will be automatically populated and all appropriate time entries will be automatically marked as invoiced. When you round time, each individual time entry is rounded (and not just the final total). You can set time rounding option in the Workspace settings. Import will take all time entries that match the chosen date range and selected project. Now, choose if you wish to round imported time and click Import to complete the process. Grouped – group hours by project, user, or date (and further subgroup project, user, date, or description).Detailed – each time entry will be listed as an individual line item.Single item – all hours will be merged into one line item.Choose how you wish to group items in the invoice:.Choose from which period you wish to invoice time entries.Choose which projects for that client you wish to invoice.You can allow specific members to also see and manage in workspace settings under the Who can manage invoices section. if subtotal $100, 10% tax1 is $10, 10% tax2 is $11, and total is $121)Īdmins can access the Invoices page. Compounded – second tax is applied on the taxed amount (e.g.Simple – both taxes are applied on the total (e.g. ![]() If you’re using Tax 2, you can choose how it’s calculated by going to the Invoice page > Settings > Defaults tab, and then clicking Add second tax to get the Taxation Mode options (this setting is applied to all your invoices): Discount is applied to the invoice’s subtotal, and then the Tax is applied on the final result. Just click what you wish to add, enter number, and it will be added to the invoice in form of a percentage. You can also add Tax and Discount to each invoice. To filter invoices by Status, Issue date, Client, ID, Bill from contact, and Amount choose a filter at the top of the Invoices page and click Filter. In order to be edited, paid invoices need to be marked as either Unsent or Sent. Invoices with the following status cannot be edited: All other invoices need to be processed through the Record payment option. Invoice with an amount 0, or a negative number amount, can be marked as Paid. ![]() If status is changed to Unsent, all previously processed payments are deleted. If a due date for a Sent invoice passes, the invoice automatically gets an Overdue status. With partially paid invoice, you can see all previously invoiced payments. Enter the invoice amount in the Amount field you’d like to mark as Paid.Īfter you click Save, the invoice will be marked as Paid – if you entered a full amount, or Partially paid – if you entered a value smaller than the invoice amount. You can change Date, Amount, or add a Note. If you choose a Record payment option, a Record payment modal appears with prefilled Date (today’s date) and Amount (unpaid amount) fields. Edit, delete, change status of an invoice.To manage an invoice in any way click on the three dots and then choose an action from the Actions dropdown in the upper right corner and choose one of the following actions: Once you add more contacts, you’ll be able to choose them in the Bill from dropdown on any invoice. You can add additional Bill from contact in settings found on Invoices page. This newly-created invoice will have all the same information which can subsequently be changed (any imported time entries won’t carry over their dependency).īill from name, address, and logo are taken from your Workspace settings, and Bill to address is taken from the client (you can edit client address by going to the Clients page and click on the edit icon for some client). You can duplicate an existing invoice to quickly create a new one. You can enter what the invoice is about in the Subject field (which will appear at the top of the invoice), and you can enter additional information at the Notes fields (which will appear at the end of the invoice). Manually add items to the invoice or import your tracked time.Change currency, invoice number, and issue/due dates (if needed).Enable Invoicing in the Workspace settings. ![]() User interface displayed in this video may not correspond to the latest version of the app.
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