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Hi,I am trying to set up our clients on myintervals.comI understand the process but am having a hard time wrapping my mind around how to set up billing for projects already started.Are there any threads explaining this?Thanks
If you have a billing system in place and are looking to migrate to Intervals invoicing you may want to move over all of the projects so you can manage the work, track time, etc. but finish out the invoicing for those projects in the current system. At the project level you can add a payment without an invoice to make the project financials right in Intervals. If you need to move over legacy time for the project you could always add it all to a fictional user. We have Archie Conklin as a user so if we run reports we know that all of that time was in a previous time tracking system. This isn't ideal, but until we get the time import and API built it may be an OK work around.
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