Projects | Sales invoice - Option to choose Task Total or Timesheet entry for each task
Choosing bill Task total or Time sheet entries for each task in a project when preparing a customer invoice.
Peter Tracey (enspira)
shared this idea
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evince Accounts
commented
Some of our projects are charged at a fixed price each month or per milestone, regardless of whether or not any time entries are recorded against the task.
In the Project Financials report, I would like the option to calculate a project's profit based on the actual invoices issued to the customer, right now, it only calculates income based on the time entries entered, not what is actually charged to the customer.
You could have a radio button to toggle between the two methods. Ideally it could be set in the individual project, as we have some time & materials and some fixed price.
However, calculating on the invoices issued for all projects, would cover us for both.
Note: if you go into a project and click on the Profitability tab, the profit is calculated correctly there (taking into account invoices issued even if no time entries are entered).
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Duncan Brown
commented
If it is possible to combine Task Total and/or Timesheet entries for invoicing then please also add Project Amount as this is more relevant to my invoicing pattern.
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Kathryn Walder
commented
This is also the case for Architecture. The one "task" may span over several months.
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Duncan Brown
commented
Provide the ability to create multiple Invoices for a single Project Task.
E.g. Task 1 has a budget of $15k. Invoice 001 is for $5k of Task 1. Invoice 002 is for $10k of Task 1.
Handy in the engineering sphere where Project milestones have stages that can last months and so incur multiple invoices.