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You cannot get the very granular minutia with one click, but there is a fairly convenient way to get the information. Intervals online invoice software is meant to accommodate a variety of different ways to generate invoices. For example:
After receiving a lot of feedback on adding flexibility to invoice creation, we are planning to add advanced options to invoice generation. This has been slotted for Q2 2009 at this time but is subject to change. Here are the current invoice generation options that exist within Intervals:1. Create freeform invoice (line items can be whatever you like)2. Create invoice based on actual work performed (line items are summaries of work types and rates)3. Create invoice for all time since the last invoice was created (line items are summaries of work types and rates)The new functionality still needs to be architected and designed, but new options will be added to include more granular information. For example: 4. Include tasks on invoice5. Include tasks with time entry details on invoiceAlso, we have received feedback that it would be nice to invoice by modules or milestones. For example:6. Create an invoice by module (with options for #4 and #5)7. Create an invoice by milestone (with options for #4 and #5)If you have any thoughts on what would work best for your needs, please feel free to weigh in. Our goal is to keep invoicing easy to use while adding additional flexibility for those with advanced needs.
I like the idea by module as we have projects for support and modules = customer. That prevents us from having to have a project for every single customer, which would get crazy. I'd also like to have ability to invoice by customer and include multiple projects. I can certainly do that free-form but it's easier to track against a project if i've invoiced from that project. Invoicing by customer, in combination with the invoice by module would allow me to only have to run one invoice per customer each month. thx,Tj
Hi Michael,I think that the modules concept intuitively lends itself to billing and estimating. So regarding point 6 above, "Create an invoice by module", you have my vote.dave
well, it would be great if you could define all the text strings on an invoice in preferences (like in Harvest). We're a Polish company and we can't really send out invoices with parts of text in English, as it would look a bit odd. And that's why we (and I guess some other companies in non-English speaking countries) don't use Intervals invoicing at all.The option to customize the invoice layout would also be great.
A definite YES on including task details/task summaries on invoices.When I estimate a project I break the project down into tasks and an estimate for each task. Therefore, it's very important to me that this be reflected on invoices so that client can see the hours spent on each task. In fact, unless and until this feature is in place, I will need to continue to use another app for invoicing.I would also like the ability to invoice by client, rather than by project, and to show multiple projects for that client. I don't always wait to invoice until a project is complete, and for clients with multiple projects I need one invoice for all projects currently underway.So, the invoice tables might look something like:Project 1Task1 (summary or detail), Qty, Rate, AmountTask2 (summary or detail), Qty, Rate, AmountProject 1 Subtotal, Qty, AmountProject 2Task1 (summary or detail), Qty, Rate, AmountTask2 (summary or detail), Qty, Rate, AmountProject 2 Subtotal, Qty AmountTotal, Qty, AmountThanks!
The invoicing overhaul launched this weekend. Generating a free form invoice will work exactly as it did prior to the update but when generating an invoice based on work performed there are additional options to include more details. Here is a quick run through of the steps. Please click on each image to see a larger screen shot.Step 1 - Create Invoice Based on Actual Work PerformedStep 2 - Select Invoice Details
How do we change the dollar rates for the line entries in a Prefilled invoice now?I guess I mean: how do we change anything in that prefilled data table? Is it read-only now?This must be something to do with locking things down to keep from creating problems with the new features?
Comments are closed.For more Intervals help documentation, please visit help.myintervals.com