Writing Up or Writing Down an invoice enables you to enter a fixed amount for labor and/or expenses, while still maintaining the hours, a rate per hour, and individual expense amounts.
- Create the invoice
- While the invoice is in Pre-Bill - click the check box for “Labor Total” and/or “Expenses Total.”
- Enter in the desired amount for Labor and/or Expenses.
- Click the “Save” button.
The original amounts will be shown in a new column called “WIP” and the adjusted amounts under a column called “Billable.” The client will only see the “Billable” column.
We recommended that you edit the Invoice Template to not show the Rate column- as the rate and the Hours will not mathematically add up on the invoice.
The balance adjustment amount doesn’t have brackets
The adjustment have been saved as a debit instead of a credit by accident. To correct this, follow the steps below:
- Got to Clients from your blue menu bar
- Click the desired client
- Click the grey/beige Accounting tab to the right
- Click on the desired Adjustment listed there
- Click the Edit button.
- Change the “Adjustment Type” to “Credit”
- Click the Save button
Once this is completed, the invoice will adjust automatically so you will not need to delete and re-create it.
*Note: This function writes down the Rate of the entry billed so the hours are not affected.
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