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

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  • #19443

    GerooTech
    Participant

    Hi I am new user, and have couple of questions:

    1. I usually Bill my clients by the end of the month, is there a way to avoid generating the invoice number while in draft mode?

    2. I usually sell services(predefined duration services), not producs, I just searched the forum and I know services mode is not supported yet, but my question is, is there a way, I can add line description to each product in the the invoice, instead of the product description (Each time I change the description in the invoice it will change the original description of the product).

    3. Is it ok to keep using the products as services?

    Thanks

    #19444

    Titanfail
    Participant
    1. What you could possibly do is go into Invoice Settings > Quote, and uncheck “Share invoice counter.” Then just create a new quote and convert it to an invoice at billing time.
    2. That’s not supported, as far as I know (the developers could tell you more). What I normally do is have a set of generic, pre-formatted product descriptions for services, then replace with the specifics when necessary.
    3. All of my “products” are just fixed-price services. For hourly services, I just have the product priced as “per hour” in the description so I know to add in however many hours that particular invoice needs. It hasn’t caused any issues for me yet. YMMV, obviously.
    #19445

    GerooTech
    Participant

    Thanks, i have already unchecked this option in the initial setup. Appreciate your quick reply.

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