Pre invoiced tasks / retainers / paid invoice <> task management

Hosted • invoicing.co | v5
1

I am a coach and bill my clients in advance for a set of sessions. I have been tracking sessions as non-billable tasks, to be able to log each session and know when the client has used up their book of sessions.

That said, I don’t have a clean way to attach the session tasks to the paid invoice. I attempted this, and the task rates were added to the invoice with blank product descriptions.

Is there a clean way to manage my process in Invoice Ninja?

I have other clients that I bill in arrears monthly, and the task tracking with billable tasks works perfectly for this.

2

Hi,

Other options may be to create unapplied payments or credits to track the client’s available funds.

3

I have played with applying payments some, but talk me through this.
Current workflow:

  1. I invoice a client with a single line item: product 1 hour coaching session qty: 8, cost $200, subtotal = $1600.
  2. they pay the invoice
  3. I apply the payment against the invoice.
  4. I provide and log a 1 hour coaching session. I have been logging the task as done, associated with the client, project and marking as billable (NO).

What do I do next or how do I change my workflow?

4

Sorry, I’m not sure the best option here. Since you’re on the hosted platform I suggest sending an email to [email protected] to ask.