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Apprentice
Posted
I have several projects for one client I need to invoice for. For example
- Business card design, $150
- Web site design, $1500
- Brochure design, $750
- Logo design, $350
- Banner ad design, $250
etc...

I've been using Billings to track the amount of time I spend on each project so I know how much to invoice for. Most projects I'll have several slips for but only really interested in billing for the total time spent per project to date.

Is there a way to create one invoice that combines each project into a line item then combines these projects into one grand total? It looks like Billings only allows me to invoice based on slips per project.

I tried selecting the projects I want to invoice for and looking for a 'create invoice' option but couldn't find anything right off.

Thanks,
DAN

This message has been edited. Last edited by: Dan Poynor,
 
Posts: 3 | Registered: October 29, 2007Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
Posted Hide Post
The invoicing is per Project... not client. Many people run into the same issue I think. One little thing I noticed you might want to do in order to bill all as one:

1. Multiple projects contain many slips, right?
2. Create an 'empty' project named something like COMPLETED PROJECTS
3. Click and drag the completed slips into the PROJECTS folder and then run an invoice from there.

(Just keep in mind the project name COMPLETED PROJECTS will appear on the invoice unless you set it up not to)
 
Posts: 22 | Registered: November 12, 2007Reply With QuoteEdit or Delete MessageReport This Post
Journeyman
Picture of Mark Des Cotes
Posted Hide Post
I started out the same way as you. I soon discovered that I ended up with a ton of Projects for each client. Especially if they order similar items, such as business cards, a lot.

I've now switched the way I use Billings and create my Projects by broader categories. I now have Projects called "Web Site" "Stationary", "Advertising/Marketing" and "Miscellaneous".

Now, when I work on any aspect of the client's web site I create a new slip for it. Business cards, letterheads, envelopes all get their own slips under "Stationary" and so on.

I find this way easier as all similar jobs are placed together. Under the Account Status tab I can easily review all the invoices related to the web site or to advertising etc.

HTH

Mark
 
Posts: 50 | Location: Cornwall, Ontario | Registered: February 26, 2007Reply With QuoteEdit or Delete MessageReport This Post
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