Recurring invoices that includes unbilled time entries
As a services business we automatically invoice many of our clients monthly for services and need to track the time of our consultants against these monthly services. We have recurring invoices set up, and we have projects and timesheets set up, but there doesn't seem to be a way to connect them. I don't want to manually create an invoice from each project each month yet there doesn't seem to be an option to create a recurring invoice from a project.
Reshma
shared this idea
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Phill Berry commented
This would be a welcome addition to functionality, I keep getting customers asking why I'm sending two separate invoices.
I could just manually raise an invoice for the whole lot each month but that defeats the object of recurring invoices altogether...
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Laureen Hart
commented
Exactly our problem.
We have clients with recurring invoices and would like to import non-recurring tasks from their projects. They prefer a wrap up invoice. And, if they pay via credit card, we prefer one set of transaction chargesThe system allows me to select the project items, but errors on send.