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Adding expenses to existing draft invoice
Can this be done? I create invoices at the start of each month and add project work and hopefully expenses to them throughout the month and then send on 30th. I can see how to attache unbilled expensesd to new invoices but can this be done?
I’m unsure
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Inappropriate?Rich,
When you Edit a draft invoice, you'll see that you have the Add Unbilled Time and Expenses options available still. Selecting one of these will sweep up any that have not already been rebilled, although we don't merge time into existing invoice items.
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Inappropriate?I started a draft invoice and added items using the "Add an Invoice Item". Then I added a bank statement with an item to be rebilled to this project.
Now I can't add this item to the invoice I have already created:
Looking at the project I have a line item for "Unbilled expenses" and below that a line item for "All Project Invoices" (a draft). I click on the draft invoice, go to edit, and change "Add Unbilled Expenses" to "one line per expense". This does not add my unbilled expense to the invoice.
Help!
I’m frustrated
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Inappropriate?Have the same issue, I think:
have a recurring monthly invoice, that is set up initially just to add one payment.
When I go back in to 'Edit Invoice' and include unbilled expenses 'One line per expense' ... no change.
going back to edit shows 'don't include expenses' still, so seems change isn't being saved?
I have several expenses for the relevant time period, although they are not always there at the beginning of the month when the draft invoice gets created. -
Inappropriate?Further investigation:
Have also set the next (current) recurring invoice to include expenses, and it appears this HAS collected all unbilled expenses, from the previous month.
(I might just live with them being billed a bit late, and see what happens next month) -
Inappropriate?Even further investigation:
I have another draft invoice, which had several unbilled expenses added to it on creation. Since extra expenses have been added since the invoice was created, I tried to update the invoice with the new unbilled expenses, but no luck. I think this is the same issue:
Is it possible to update an invoice with additional unbilled expenses, or do you just get one hit at this, when the invoice is created? -
Inappropriate?Toby,
It should be possible to add expenses even once the invoice is created.
The only limitation is that the any expenses included on the invoice must be dated on or before the invoice date itself.
Might that be the issue? Is that restriction to onerous for the way you invoice? -
Inappropriate?Ok, sure enough, if I reset invoice date to today, then unbilled expenses get added.
That's not an issue. I do have invoices that recur at the beginning of the month, expenses that build over the month, and get totalled and sent at the end. But the invoice date is fine to be whenever.
Having said that, as a user I would never have guessed that - a message that explains that on an invoice update in this situation, or a note on http://www.freeagentcentral.com/suppo... would be useful. -
Inappropriate?Ah ha, that sounds like the answer to my issue too. Like Toby, I'd suggest this explanation be included in the App somewhere around the invoice updating area. Cheers
I’m thankful
EMPLOYEE
