New Invoice Line Item Feature!

Written by Kristin O'Neill in Blog
September 6, 2016:

When creating invoices you now have the ability to view and choose the entries that show on the invoice prior to creating it. To go through this process, follow the steps below:

  1. Click Invoicing from your blue menu bar
  2. Click the Create Invoice button
  3. Check the box next to a specific client and a plus icon next to their projects will appear
  4. Click the plus icon and the Labor and Expense items will drop down showing you the available entries
  5. You can check or uncheck these boxes to exclude any entries you may not wish to bill at this time
  6. Once finished, scroll up and click Save to create the invoice.

What this will do is exclude the entries from the invoice leaving them set to unbilled allowing you to invoice them again at a later time. You can of course edit your batch to bring these entries back into your current invoices if needed. Note* This will not change the status of the entries to “non-billable” or “exclude from invoice”

 

line item screen shot

Written by Kristin O’Neill

Kristin O'Neill

Kristin is a subject matter expert (SME) of Bill4Time products. She manages a team of product specialists that help clients achieve success through streamlined processes for time tracking, invoicing and payments.

2 responses to “New Invoice Line Item Feature!”

  1. KC Molle says:

    LOVE this new feature!!! Thanks!

  2. Bob McNabb says:

    Thank you !! This is exactly what I had envisioned when I asked for this feature.

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