Enhanced functionality for cost-based billing, option to include Service Fees on the body of invoices, and the ability to consolidate multiple sub-jobs in a single invoice
Enhanced functionality for job invoices based on costs
Define costs to be invoiced based on transaction date
On Page 1 of the Invoice Costs wizard, you can now define the cost transactions (supplier invoices, time) to be included on the invoice based on the following Transaction Dated criteria:
| Transaction Dated | What's included in the invoice |
| Up to Invoice Month | Only include transactions that are dated in months prior to or the same as the date of the client invoice, e.g., if the client invoice is dated August 2021, only include costs dated up to August 31, 2021) |
| Up to Invoice Date | Only include transactions that are dated prior to or the same as the date of the client invoice, e.g., if the client invoice is dated August 15, 2021, only include costs dated up to August 15, 2021 |
| Prior to Invoice Month | Only include transactions that are dated in months prior to/earlier than the date of the client invoice, e.g., if the client invoice is dated in August 2021, only include costs dated up to July 31 |
| All Dates | All cost transactions associated with the job are included regardless of the date |
Create separate invoice lines by task type and billable rate
When invoicing based on costs, you can have the system create out a separate line item for transactions that have the same task type and billable rate. This gives you the option to break out the relevant cost and associated units for the task type when choosing the layout "Line items with units and rates".
Scenario:
Let's say there are 50 timesheet entries for the task type of Art Direction. Some of the entries have a billable rate of 150.00 and the rest have a billable rate of 200.00. By default, the client invoice would have a single row for Art Direction for the total billable value of all entries. With this new option, two separate lines will be created on the client invoice:
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- Art Direction - x hours/units @ 150.00
- Art Direction - x hours/units @ 200.00
To enable this, go to Master Files>Task Types and check the option to Create a Line for each Rate on Costs Method Invoices.
List individual costs for a specific task type on invoices by default
When invoicing based on costs, you can have individual costs listed on the client invoice by default.
To set this option as the default, go to Master Files>Task Types and check the option to List Costs on Costs Method Invoices. You can override the default on the invoice layout page at the individual invoice level.
Access receipt or invoice image directly from the invoice PDF
When invoicing based on costs and you have selected "List Costs", you and your client will be able to access the associated receipt or supplier invoice link directly from the invoice line item. The "view" icon will appear to the left of the listed cost on the invoice if an image is available.
Show Service Fee on invoice line items
You now have the option to show Service Fee in the body of the invoice instead of the total section.
By default, the Display Service Fee in Total Section option on the Invoice Layout page will be checked. Simply uncheck that option to show the Service Fee as part of the invoice line items. This option is available on all invoice layouts except:
-
- Line items with units and rates
- Line items with units, rates, and taxes
Add multiple sub job lines to a single invoice
All methods of Job invoicing now allows for multiple sub jobs to be included in a single client invoice.
Select the master job on the initial page, then on subsequent pages, assign any sub jobs against the lines you are adding to the invoice. Once you have added some lines for a specific sub-job, click the Add Lines button to add lines for a different sub-job.
Enhancements have also been made to display totals for each sub job if you are creating a single invoice for multiple sub jobs.