Invoicing and Contracts
I need a little assistance in understanding the process of the invoices... Say I have Ticket #1 that has 1 hour of labor and a $50 product and it is assigned to a contract, once its approved in "Waiting to approve" and then moves to "Waiting to invoice", does generating an invoice from within the contract not clear these out? I have tickets in the Waiting to invoice list from months ago that I thought were already billed for...
For instance, I have Ticket 87 that has over $1200 in products attached to it that I need to bill for. The 87 ticket is sitting in the Waiting to invoice field. When I go into the customer Contract, I do not see these charges...
1 Reply
No, contract invoices are exclusively for the products/bundles on the contract (at this stage). The 'Waiting to invoice' tab will show products/time from Tickets that require you to generate an invoice. You can do this via multi-selecting everything and then click 'Generate invoice' which will create an invoice per client.
We have thought about building an option to 'Auto invoice' for time/products where it would grab everything in the 'Waiting to invoice section' for the client and throw it on the next contract invoice. Is that what you're imagining?
https://feedback.gorelo.io/p/automatically-approve-hardware