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| Field | Description | ||
|---|---|---|---|
Time and cost together/separately | Do you want to group time and cards, cost cards, and milestones together on the same invoice? Some clients pay labor invoices more quickly than expense invoices or vice-versa. This is often done when one or the other requires more scrutiny. Billing for time/expenses/milestones separately may help your organization get paid faster. This setting only affects invoice creation. You can always go into an invoice after it is created and join time/cost/milestones together as you wish. The name here is misleading as it also covers milestones. | ||
Client* | Create an invoice for all engagements under this client. If there were five engagements then all billable items would be brought onto a single invoice. | ||
PO Number* | Create an invoice for all engagements with matching PO numbers. If you have three engagements with the same PO number, all billable items are brought onto a single invoice for all three. | ||
Engagement | Create a separate invoice for each engagement. Individual engagements have all billable items on a single invoice. | ||
Project | Create a separate invoice for each individual project. If you are using milestones with this selection, it is a good idea to make sure that milestone is associated with a project. If the milestone is not associated with a project, we'll create a separate invoice for it at the engagement level instead.
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| Include receipts when creating PDF invoices | Should receipts be printed on invoices by default? | ||
| Apply available balance to invoice amount upon invoice creation | If a prepayment balance exists, automatically apply as much of the balance as possible to the current invoice. |
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