Billing Time Tickets, Expense Tickets, and Reimbursable Expenses
You can easily bill your customers for time tickets, expense tickets, and reimbursable expenses by going to Tasks>Invoice Time and Expenses. You can create multiple invoices at the same time instead of having to create invoices one at a time to bill tickets and/or reimbursable expenses for each customer.
Note: You can't write up or write down your ticket or expense amounts when billing them through Invoice Time and Expenses. However, you can manually adjust the amounts on the invoices after they are created.
If you want to create invoices one at a time or if you want to write up/write down the billing amounts at the time the invoice is created, you can do this by applying tickets/reimbursable expenses on the sales/invoicing screen. Tell me more about this.
To use Invoice Time and Expenses to bill customers for time tickets, expense tickets, and/or reimbursable expenses:
- Go to Tasks>Invoice Time and Expenses.
- The Invoice Time and Expenses -Filter Selection screen will appear.
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Make any necessary filter selections to narrow down the time tickets, expense tickets, or reimbursable tickets that you want to invoice.
Keep in mind that invoices can only be created for jobs that have customers associated with them. You can associate a customer with a job on the Maintain Jobs screen.
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Click OK..
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The Create Invoices for Time and Expenses screen will appear.
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In the Selection Grid, select the customers that you want to invoice. Some customers may have messages in the Warning column of the grid. Look carefully at these customers before selecting to create invoices for them.
If you do not see the desired customers or amounts in the Selection Grid, click the Return to filter screen link to return to the filter screen where you can change your filter selections.
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Enter a date for the invoices in the Invoice Date field.
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Click Create. This will save the invoices without invoice numbers so that you can print them later.
A message will appear showing the number of invoices that you just created and giving you the option to print the invoices.
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Click Print to print these invoices. The Preview and Print Invoices and Packing Slips screen will appear with the invoices you just created selected in the grid. You will be able to select other unprinted invoices to print also.
Click Print/Email to print the invoices.
Why do I see Qty and Unit Price amounts on the invoice when I bill reimbursable expenses from Invoice Time and Billing, but not from Sales/Invoicing?
This is because you can write up or write down the amounts when you bill from Sales/Invoicing. The quantity and unit price come from the purchase transaction. It would be confusing to see an amount that didn't equal the qty times unit price because the amount had been written up or down. You can't write amounts up or down when billing from Invoice Time and Billing.