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scollins
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 Posted: Thu Oct 18, 2007 12:56 am Post subject: keeping track of invoices |
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Joined: 21 Feb 2007
Posts: 43
Location: Nashville, TN
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Is there a good way to track which projects/tasks have been invoiced and which haven't? We do our billing in Quickbooks, but the only way our CFO has been able to keep track of whether a project has been billed is by looking for "complete" projects, making an invoice in Quickbooks (since Copper doesn't reconcile invoices and deposits like a billing app) and then archiving them, to show that they've been incoived. Is there another way to indicate from bird's eye view whether a project or task has been invoiced?
In general, how does the billing section work? |
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Ben
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| Posted: Thu Oct 18, 2007 5:15 am Post subject: |
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Not currently, but we're working on it. The invoicing section is for those who just want a quick way to generate an invoice based on project hours.
In general:
1. Staff log hours
2. You create an invoice for that project
3. Copper multiplies hours logged by resource rate for each task.
4. Logs marked out of scope are given separate line items for each invoice. |
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