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Invoicing: Period Filtering and Managing Non-Billable Items
Filtering by period when invoicing
When invoicing (in the project under "Invoicing" > "Billable Items" > "Show Items"), all billable items are displayed by default. Now you can also filter by period. Since this is not so common and the view should remain as streamlined as before, the new filter is hidden under the icon at the top right (1). It can be accessed by clicking or with the keyboard shortcut "F" like other filters.
English image not yet available...
Displaying/using non-billable items when invoicing
Non-billable items (hours or additional services) can now also be used directly during the invoicing process. To do this, filter by all items or non-billable filters (2) and thereby:
When invoicing (in the project under "Invoicing" > "Billable Items" > "Show Items"), all billable items are displayed by default. Now you can also filter by period. Since this is not so common and the view should remain as streamlined as before, the new filter is hidden under the icon at the top right (1). It can be accessed by clicking or with the keyboard shortcut "F" like other filters.
English image not yet available...Displaying/using non-billable items when invoicing
Non-billable items (hours or additional services) can now also be used directly during the invoicing process. To do this, filter by all items or non-billable filters (2) and thereby:
- Display non-billable items during invoice creation.
- Change non-billable items to "Billable".
- Mark non-billable items as "Already invoiced".
- Include non-billable items for information purposes on the invoice.
When invoicing, the hours are also included in the hours statement.
Styling non-billable items in the invoice PDF
Contact us if you want the item displayed in a different color and/or without brackets. This can be set up by us for free and will also apply to the optional items in the proposal.
Further Links
» Invoicing based on effort
» Keyboard Shortcuts
Contact us if you want the item displayed in a different color and/or without brackets. This can be set up by us for free and will also apply to the optional items in the proposal.
Further Links
» Invoicing based on effort
» Keyboard Shortcuts
