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Generate Invoice from within project without billing for all days
i generate an invoice from within the project and add unbilled time as one item. I then say amend it from 30 days to 15 days this is not reflected in the project summary and says i have nothing to bill anymore whereas I still in effect have 15 days to bill for. Am i doing this correctly???
I’m frustrated
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Inappropriate?Hi Matt
I've had this problem myself - although only 1 additional day (raising invoices on monday for previous week).
What you need to do is set the invoice date to the last billable day you wish to include in the invoice and select the "add unbilled time" option. Once you have generated the invoice, before marking it as sent, select "edit" (top right of invoice) and go back and change the invoice date to actual date of invoice.
I’m happy
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Inappropriate?Matt,
Or is the problem that that invoice item does not link back to the original timeslips?
I'm afraid it doesn't - the invoice item marks the timeslips as 'billed' but if you amend the quantity it doesn't unmark any timeslips since it doesn't know which ones you mean (and you could increase the amount too...).
As James says, you might just want to recreate the invoice with a date to reflect the point at which you indeed had 15 days to bill, and then the amount would be correct.
Does that make sense?
EMPLOYEE
