Home Forums Support Invoice and then tasks?

This topic contains 3 replies, has 2 voices, and was last updated by  Hillel Coren 2 months ago.

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  • #22082

    mikejandreau
    Participant

    I’m wondering how other folks handle this.

    I sent a client an invoice and they paid 50% upfront.

    Now I’ve finished the project and have a bunch of tasks from it.

    I want the client to pay the other 50% of the invoice I already sent. But what do I do with the tasks? Normally I just convert them to an invoice, but if I do that here, my books will be off by some.

    Should I just archive the Tasks and re-send the invoice?

    #22083

    Hillel Coren
    Keymaster

    You can manually add each task to an open invoice by setting the task’s client and then clicking ‘More actions’ on the edit task page.

    #22088

    mikejandreau
    Participant

    I know I can add the tasks to an invoice. But I’m looking for advice on how to keep track of those tasks’ hours, but not invoice for them.

    The client paid a flat rate for the project (which is in the original invoice). I wanted to keep track of my hours (for my own use), so I logged tasks and ran the timers.

    If I don’t invoice/archive those tasks, they just sit there forever and I feel that’s untidy.

    Should I just archive them?

    #22095

    Hillel Coren
    Keymaster

    Yes, I think so.

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