How to you get suggestion for billing on jobs?
If you’re responsible for many jobs, or if you’re sitting in finance and want to do some controlling before you start invoicing, I’ll show you a report that’s good to know, under reports from my job list.
This is what happens in the video
I will choose suggested billing, I have options to change which currency I see the local currency or the foreign currency.
I can filter on a range of jobs or a specific job or a specific customer, and I can filter on dates.
I can send the report to different file types, So PDF or Excel, I can print it or I can use the preview as I will do now.
So the list here is divided per job and customer of course because one job can only refer to one customer.
You can see the job name here.
Then you can see the job tasks which will be invoiced down here and then the bottom we have a sum per customer.
So for example customer 30,000 future bikes Dusseldorf. We have two jobs for those, and there sum here is the sum of both.