Project invoicing

Introduction

Make your default setup for project invoicing in System administration -> Projects -> Project invoicing.

Description

The invoice settings of the project control what text is used on invoices generated on the project. On this page, you also decide which payment models should be available on your projects.

Setup

You can enable and disable features:

• Invoice settings
  • Show contracts: Select which payment models your employees should be able to choose
  • Show the checkbox Billable as default: Determines whether the box should always be available
  • Show the checkbox Billable: Choose whether your employees should be able to mark expenses, mileage registrations and time spent on the tasks as billable
  • Lock the invoicing date to the end date of the fixed price tasks: If for example 30 September is the end date, that date will also be stated on your invoice
• Default texts on project invoices
  • Show Default texts in headings and messages: Mark the checkbox to have it displayed in invoicing settings
  • Default heading: Enter the text that you would like to be the heading of your projects
  • Default message: Enter the text that you would like to be the default message of your projects

You can use the following tags <#ProjectName#> and <#ProjectNo#> in your texts. They will be replaced by the actual project name and project number when you create an invoice.

Click Save once you are done editing your setup.