...
In the invoice list, you can
- search for invoices,
- view all invoices,
- view invoice summary and details (including the option to download data),
- edit invoices
- revoke invoices.
...
| Field | Description | Remarks |
|---|---|---|
| Name | A name that helps you to identify this Name you have set when creating/editing the invoice. | |
| Date | Invoice date you have set when creating/editing the invoice. | Not necessarily the creation date. |
| Invoice No. | Invoice number you have set when creating/editing the invoice. | |
| Billed Sum | Sum that has been or will be charged in the real involice to the customer (might not be the same like the sum from ictime) | optional |
| Text | Text with further information for this invoice. | optional |
| Comment | Additional comment (e.g. to explain why there is a difference between the result from ictime and the billed sum) | optional |
...
To view the details of an invoice, i.e. all work logs included as well as the financial summary, click on the respective
icon or click on the invoice name. Display - work log details and summary - and options are the same like for any report (see Reports: Work Log Details and Reports: Financial Summary). However, the data is stored in a different place to ensure that deleting issues or work logs in JIRA can never affect an existing invoice (see below).
...
If you want to download details and summary of the report, you can do that before you finally create the "invoice", or you can do it here from the view mode of when viewing an invoice.
XXX
XXX
Edit Invoice
...
You can revoke any invoice. Revoking an invoice means that the invoice itself is deleted and all time entries work logs belonging to the invoice are set to status "not charged" again.
Go to the accounting list
ictime - > Reporting & Accounting - > ReportingAccounting
and click the link icon "revoke" for the invoice you want to revoke.
...
Implications of Deleting Issues or Work Logs in JIRA
Deleting Issues in JIRA
If you delete an issue in JIRA, all work logs are deleted in JIRA, too. ictime can't change this JIRA behaviour. In fact, additional information for a work log from the ictime database is not deleted, but no longer accessible in normal ictime reports or timesheets, as the work log is the base entity where all additional ictime information points to.
| Note |
|---|
When creating on invoice in ictime, we are saving some work log information in a completely separate database table. That means that summary and details for an invoice do never change, as they are taken from this table and we are not relying on JIRA work logs any longer. That means that deleting issues does not have any implications for existing invoices. However, you will have the situation that a work log being part of an invoice does not no longer exist in the (JIRA) work logs, which might be considered confusing. |
...
It is not possible to delete work logs that have been invoiced ( charged ) via functionality that ictime provides. However, ictime can't control functionality to delete work logs that JIRA provides, like the option to delete complete issues with all their work logs in JIRA.
| Note |
|---|
If you delete a work log that had been charged, there will be no impact on existing invoices, as work log detail data for invoices had been saved separately and therefore is not taken from the JIRA work log enty, but from a different place, like described above. However, you will have the situation that a work log being part of an invoice does not no longer exist in the (JIRA) work logs, which might be considered confusing. |
...
If you "undo" an invoice, status of all work logs is once again set to "not charged".
| Note |
|---|
However, if If work logs had been deleted (or issues with work logs had been deleted) in the meantime, they will be finally lost. |