Invoicing for Value of Time
Invoicing, naturally, starts by bringing up XE "time:invoicing" the
CreateInvoices XE "invoicing
for time" form (under Invoices
) and entering the customer name.
Time/Costs
button on CreateInvoices
will bring up the
Choose Billable Time and Costs
window (example follows this step).
Change
button on right hand side of this window will open
OptionsforTransferringBillableTime,
needed the first time you invoice.
Options, of course, imply the ability, or necessity, to make decisions.
Do not combine activities
will bring hours information onto the invoice in full detail. The alternative is to
combine activities under the service item name.
Transfer notes
brings in the notes entered with individual hours records, only if the
Do Not Combine Activities
option is in effect.
Transfer service item descriptions
happens if activities are combined, and is an option if they are not
combined.
OK
takes you back to the
ChooseBillableTimeandCosts
, implementing the decisions made in this dialog
box.
Cancel
takes you back to the
ChooseBillableTimeandCosts
, discarding the effect of the decisions made in
this dialog box.
Choose Billable Time and Costs screenTime
tab provides control of hours billed to the customer, bringing
the customer name from the invoice.
Use
column may be clicked to show a check mark ( b ) for each line entry to be billed on the invoice.
Invoice icon
in the Use
column indicates records already marked for billing.
Hide
column allows the time XE "time:not billable" to be tagged as
Not Billable.
Print selected time...
will combine hours records (of one service item) into a single invoice line.
AfterOK
is clicked, action returns to the invoice.
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