Track services/work/jobs in progress or completed and invoice
Ability to track services that are in progress/completed for a particular customer, mark as completed, then add to a new or existing invoice.
For example:
In products and services - have standard services set up
When customer requires a particular service create a "Job" to track the hours spent performing that service - could be under a seperate tab in "Sales" section of Xero
When that service is completed ability to mark as completed
When new or existing invoice is created for that customer, an option comes up to "Add completed Jobs" (in similar to adding billable expense)
Reporting on Jobs in progress/billed/unbilled (again similar to a billable expenses report)
We have tried projects but this is too in-depth, need something very basic to track and invoice simple services.
Amy Tigani
shared this idea
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