Author Topic: Can you use tasks to initiate an invoice?  (Read 19547 times)

Spot

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Can you use tasks to initiate an invoice?
« on: March 19, 2012, 06:44:04 pm »
Can you use Tasks to initiate an Invoice instead of Clients or Projects? In my business i deal with multiple owners and managers that control multiple properties and i usually have multiple jobs at those properties going. So, my client is the owner/manager, my project is the property and my task is the job [ wish there was 1 more level]. What I do can take a few minutes to a few months to complete so entries pile up which makes it difficult to create an invoice from projects. I can create a report from tasks but not an invoice, am i missing something? As a side note: this is a great program and i am happy to see you listen to your users an keep improving it. Any help is appreciated, Thanks

Adam

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Re: Can you use tasks to initiate an invoice?
« Reply #1 on: March 19, 2012, 10:30:09 pm »
We don't to Tasks because Tasks can be "Global", meaning that they can be used by any Client.  For the most part it would not make sense to create invoices by Tasks (for everyone else).  I would think that grouping by Project would be what you want.  Unless you create a separate invoice for every Job (Task)?  I would think you would want to create an invoice for that Client/Manager and all Jobs for that specific property (Project).  I don't know that you need to use Tasks as you could explain the job in the Reference notes.  Why do you think you want another level?  We are going to add another "Category" (similar to Global Tasks, but less options) just for informational purposes to some future version (mostly just for sorting purposes).

If you invoice by Project, that should make things fairly easy.  In the Auto Invoice, just enter that Project code and it will fill in the Client and then gather the entries for that specific Project.  Just make sure to clear/change the Client & Project filters when before starting the next Auto Invoice.

I'm not quite sure what you mean by the reports.  There are Invoice reports too in the Invoice section.  You can also run Statements for overdue invoices.