Hi guys,

Just purchased Billings2.5 today and am totally stoked with the app - really straightforward to use and great looking invoices!

I am struggling with one aspect and I suspect I'm not using the app correctly. I want to invoice a client for 3 months of Support work I completed for them. So I created a "Client 2008 Support" Project and added 3 slips - "June 2008 Support", "May 2008 Support" and "April 2008 Support". In each slip I "Log..." the hours that I completed for each Month...so in Jun 2008 I completed 4 support tasks on 4 seperate days and logged each task as a seperate entry.

Problem is when I run the Invoice for the 3 slips, I only get the high level slip data - the underlying Log info (hour by hour breakdown) isn't displayed on the invoice. The client really wants to know what hours were billed and why.

No biggie cos I can run the "Detailed Timed & Flat Activity" report for the Project and get a nice breakdown. Onyl problem is that the datetime listed for each Log entry is the datetime the entry was created (today) - not the datetime that I actually completed the task (which would be in Apr, May and Jun accordingly).

Am I wrong in the way I'm using Slips, Logs and Invoices?

If not, is there a way to customize an Invoice to show Log entries for each slip?

If not, is there a way to customize the Report to display the Log date rather than the "created datetime"?

Thanks for any assistance!

H.

You can customize invoices, reports, etc.
The detailed timed & flat for some reason uses the create date. You can make a new one, and in the dialog that pops up, say base it on the detailed timed & flat (which is under the projects category), then go in and change that token to the end date+time token, then change the formatting of the token to short date, or whatever (if you want to get rid of the time and just retain the date).

The above may sound like Greek to you... would have to me on day one. I'm only on day 3 or so now

I'm actually working on an invoice that lists the time entries under each slip, along with each time entry's start date and duration. If I could attach files, I'd attach it. If that sounds like what you want, I can find some server to stash it on, the post the URL.

I'm not happy with it yet, but it's a lot further than I was at yesterday

Sounds like something that folks have been crying for in the forum for a while. Short of defining your own invoice template, might I suggest moving everything up one level.

Drop the "Client 2008 Support" and make each month a project with your logged tasks as working slips...OR...

Drop the breakup by month, keep "Client 2008 Support" as the project with the tasks, again, being your time logged slips.

Hi Ra - thanks for that tip - that totally did the job!! I had no idea that you could design the reports and invoices to that level. Thanks again!

Hi Lon - thanks for the feedback - I was trying to avoid having to redo all the entries if possible - my biggest concern was that I was using the system incorrectly (despite logging time as Time rather than Slips) - thankfully Ra's workaround saved the day!

Thanks again guys,

H.