I do this all the time so here's my procedure and it generates a nice invoice.
1. Go to Projects > Generate > Sales Orders 2. Select your desired time frame and ensure *Detail *is selected. 3. Choose the time card entries that you want to invoice for and click Generate Sales Orders 4. From there you can convert the sales orders to invoices When I do this I get a nice entry on the invoice for each item I put in the time card with the appropriate description and even the date that it happened. Works great. -- Lenny On Tue, Feb 1, 2011 at 10:29 AM, Rich Shepard <[email protected]>wrote: > Those of us who run service businesses have different invoicing needs from > those who run product-oriented businesses. The time-card capabilities of > L123 are valuable to us service providers when we need to invoice by time > and expenses. I would like to have the time-card entries (what's seen on > the > report) as line items in the generated sales order and resulting invoice. > If > there already is a way to do this then I'd appreciate step-by-step > instructions on how to produce such an invoice. > > What I have (finally, because my invoicing by time and expenses is very > rare) figured out is how to get the total time-card hours on the generated > sales order and resulting invoice, but it's all a single line item under > 'professional services.' Each time-card entry has a justification for the > time but those do not appear on the invoice. > > This morning I sent a client both an invoice and a separate page printed > to file of the time-card report with the dates, time spent, and > descriptions. Seems to me that it would make sense to incorporate that > detail in the invoice itself. > > Rich > _______________________________________________ > SQL-Ledger mailing list > [email protected] > http://lists.ledger123.com/mailman/listinfo/sql-ledger >
_______________________________________________ SQL-Ledger mailing list [email protected] http://lists.ledger123.com/mailman/listinfo/sql-ledger
