$0 Transactions Applied to Monthly Invoice

  • Resolved Michelle Moore

    (@tmichellemoore)


    1 year, 4 months ago

    Hello,

    I am trying to figure out how to track tasks that I do for a customer during  the month and then place those items in an invoice.

    I thought adding a task for each activity could work, but I can’t copy and paste them into an invoice. Well, not easily. The tasks name shows in the task table but not the description.

    So then I started to look at the possibility of the Transactions feature and according to this article (https://www.ads-software.com/support/topic/how-do-you-assign-a-transaction-to-an-invoice/) it may be possible. But Transactions seem to be geared to billable items. Can I confirm that the idea was that a transaction would be a billable item? [Update: I tried it and it doesn’t work like that.]

    Would it be feasible to use a transaction as a $0 item where I could enter multiple through the month and then apply to the customers monthly invoice? Has anyone else used it like this?

    Updated Question: What is the best practice for tracking what I do during the month for the customer and then placing into the invoice?

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  • Plugin Support Stef (a11n)

    (@erania-pinnera)

    Hi there, @tmichellemoore,

    This is a very good question, and thanks for experimenting and exploring possible solutions by yourself before contacting us ??

    What is the best practice for tracking what I do during the month for the customer and then placing into the invoice?

    The idea of using the track scheduler entries as items for an invoice or a transaction is brilliant, so I added it to a related feature request we have already open for our developers to consider.

    Meanwhile, the best workaround I can think of is to create an item hourly-based for the invoice; then, you can check the specific customer tasks by selecting the assigned user in the Calendar view, so that’d be easier for you to calculate the total hours worked for the given customer – see screenshot linked below:

    https://cloudup.com/cbbA-a5fVau

    The only blocker for this workaround to work is that the itemiser feature for invoices is included in the Invoice Pro paid extension :/

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