Expenses & Products are really redundant. Is this geared towards selling products instead of offering both services and products?
Create an expense invoice—displays invoice table headers Description, Unit Cost, Qty., With Item drop-down including expense categories and products.
Create a Product invoice—displays invoice table headers Description, Unit Cost, Qty., With Item drop-down including expense categories andproducts.
Create a new invoice directly-displays invoice table headers Description, Unit Cost, Qty., With Item drop-down including expense categoriesand products.
Run a report for Expenses/Products-- Displays expenses and products separately, with more fields displaying for type Product.
Sure, you could rename the “product fields” but then lose the expenses feature, as now the field for expenses is Rate instead of unit cost.
Absolutely no way to add a service unless you go through a very time-consuming step of selecting hours equaling the number of hours serviced. Then the task of removing the timer from the invoice lines and filling manually in the service column.
At least, When new invoice page is opened, it should have two tables. The one that displays now and also, what its currently referred as the “tasks” table.
[[forum does not support line spacing or indents.]] So entered as a code to keep format for readability.
Also, A project typically has more than one task with each task at a different rate. Example: Project is Yard Work. On Project Page, you create the project "Yard Work". Have a link to create individual tasks. Fields for creating a new task could be: Task Name: , Description: and Rate: (its up to user to enter fixed rate, hourly rate, or leave blank- for user to type the cost(s), in the rate column, when the invoice is created) Example: Create 3 separate tasks. Task Name: Mow Rate: 20 Description: Mow with bag Task Name: Plant flowers Rate: 10 Description: Task Name: Aerate and Seed Rate: 30 Description: Mow with aerate yeard & overseed
Over to your current Tasks page you have
On the Tasks page, the table columns: task name, project, client, date, duration, status.
At the top, have a Button called New. Where on this page has the fields:
Client(drop-down),Project (drop-down or leave blank),Task (drop-down),Description [will display on invoice
line].If this description is blank,the invoice line will use the description that was entered earlier above)
Then 3 options of: “timer”, “manually”, “fixed” (fixed would be in decimal format, to bill by the a simple number enterd as minutes or hour(s))
Example: Client: Gibbs | Task Name: Mow | User chooses of the 3, Fixed. Enters 1.25. Then Save.
Service provided was more than one, so user would click New and enter
Client: Gibbs | Task Name: Aerate and Seed | User chooses of the 3 options, the Timer. Popup window opens w/ your timer.
Then to generate an invoice: create new invoice and select client. It then prefills all unbilled tasks. With an option to add unbilled expenses for the client.
Right now, Instead of when the invoice is generated from multiple tasks, rather than service column be blank:
Service column would be filled in automatically with the project name.
The invoice description would be filled in automatically with the task name followed by the task description, and the specific time(if thats how it was entered on the task for 2 of the 3 options “timer” or “manually”)
WIth the additions mentioned, I feel this product set InvoiceNinja apart from all others and have a greater audience.
Love your work but It is missing key items for businesses that charge per a task at different cost rates, and not be required to display the time down to the seconds of when one clocked-in and clocked-off the task.`