We added the option to split time or expenses into multiple tabs on an invoice and apply different pricing rules or pricing sheets to each tab. For example let’s say you charge a 7% service fee on some but not all time for a project, perhaps for on-site work only. Now you can configure two time-related invoice item types in your billing method each one invoking a different API (which you currently need to contact us to set up for you at no charge). They in fact both invoke the same API but with different customized filters. Each time-related invoice item type or tab can now be linked to a different pricing sheet

Support in billing was added for:

  • Proforma or draft invoices which do not mark source data (time or expenses) as billed allowing you to create many proforma invoices from the same data
  • A report to compare final and proforma invoice totals by project
  • Copying of invoice line items
  • Sending invoices from a workflow action (as a different option to the send button)
  • Billing of project expenses with a fixed mark-up % defined at project level

Invoice printed or PDF output enhancements to:

  • Show a summary of projects totals at the top
  • Show a separate summary of line item totals (e.g. total $ by task or billing rate code or expense type) with details of hours/remarks/employees underneath
  • Enhancements to header and footer for the default layout provided to clients. We will add multiple layers layouts and even a graphical form builder in the near future
  • Option to print remarks as rows in the invoice item table as opposed to in a separate column as today