Invoicing
This page is available for account managers only.
Invoicing module allows you create, send, store and manage invoices as to customers who have account under your domain as to anyone who is not registered in aheadOffice.
Invoice creation
Common invoice
On invoices page click "Add invoice" button to see invoice creation form. Sending an invoice without auto calculation is quite straightforward: just fill in all the required fields on the first tab, add notes and discount value if needed and submit the form. If you send invoice to a person who doesn't have an account under your domain you must fill in his or her name, company and email address. In this case the receiving party will be able to review the invoice without logging in. If you send invoice to a registered account within your domain - no personal information must be added as it would be taken from the account settings.
Auto-calculated invoice
If you need to send an invoice based on projects and/or tasks hours click "Auto-calculation" tab.
This feature summarizes the amount basing on hours set for specified projects and tasks, taking into consideration their rate.
This feature neglects projects/tasks status.
It won't be possible to update or delete the hours that were used to create an invoice.
Date period can be:
- From the last invoice, which means that it will count only those hours that have been added since the last invoice on selected tasks/projects had been sent. If there were no invoices on some or all selected tasks/projects then the system would count all their hours. This option is suitable when you charge periodically for some job. This can be a single task like supporting a server or writing periodic articles, or any kind of projects with tasks actively added, closed and changed - all hours added or updated during this activity will be reflected in the invoice.
- Custom period, is set manually. It requires the auto-calculation system to include all the hours that were added or updated during this period.
Split down to defines the invoice summary type: "Tasks" would include per task summary detailing projects and their tasks with hours and cost, "Projects" - detailing per project, "Notice only" wouldn't show any tasks or projects, only the notice.
