Bill ahead of the work, as far as you have agreed to
Two changes to how work gets billed, both of which came out of the same problem: a client wanting to close their books in one calendar year for work running into the next.
Bill ahead of the work, as far as you have agreed to
A client closing their books in December for work running into February could not be invoiced for it: billing weeks were only written once they had ended, so there was nothing to bill. Weeks can now be generated ahead of the work, and invoiced in the year the client asked for.
How far ahead is the consulting side's decision, not the client's. Each agreement carries a limit — the current month, three months, a year, or not at all — and the request is refused past it. The limit belongs to the agreement because it is a commercial term, and it sits with the party doing the work.
A request is made one consulting company at a time. The cutoff date on that screen belongs to one agreement, so a screen spanning several would be quoting a date that means different things to each of them.
The whole thing can be taken back. An upcoming week that nobody has touched can be removed from its own page, one at a time, and everyone who was told about it is told it has gone.
One invoice per card, grouped by the client it goes to
The Generate Invoices screen used to show one card per client per month, and that card could quietly produce several invoices — a client who files each project separately gets one per project, and the card could only say so in a note underneath.
Each card is now one invoice, named by its project or invoice group where a client splits them, with its own date and its own button. Cards are grouped under the client they belong to rather than interleaved by month.
There is no "Generate All". It sent every invoice on the page in one press, on a screen that can now hold a year of pre-billed work, and every invoice it raised was emailed to the client on creation. Filters for client and project replace it: narrow to the one you mean, and send it.
Also shipped
- Expenses are invoiced one report at a time, for the same reason.
- A bank transfer is matched on its amount when the payer quoted no invoice number, and the padding some banks add to a reference no longer prevents a match.
- Every invoice carries its number where the payer will look for it.
- Getting paid needs a US bank account, and the signup form says so before you reach the end of it.
- A margin tier set at project level is blended across the whole project rather than the category's share of it.
- You are told when a payout comes back
- An invoice shows the date a payout was returned, alongside the date it was sent.
