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Setting time entries to "charged" (creating a "bill" or "invoice") is done as follows:
- Create report that includes the time entries (work logs) you want to include in your "bill".
- De-select time entries from the report you don't want to charge yet (optional).
- Fill in data to identify the invoice and charge ("create the invoice").
Create Report
Go to
ictime -> Reporting & Accounting -> Reporting
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You can de-select single entries from your list by clicking the respective checkbox. They won't be included in the invoice and will remain with the status "not charged".
SS XXX
Create Invoice ("Charge Work Logs")
SS XXX
| Field | Description | Remarks |
|---|---|---|
| Name | A name that helps you to identify this invoice. | |
| Date | Invoice date. You can set any date in the future or past, too. | |
| Invoice No. | Invoice no. | |
| Billed Sum | sum you have charged (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 |
Idea of these fields is to provide a reference to the real invoice.
When finally "creating the invoice", the ictime status of all work logs included in the invoice changes to "charged".
| Info |
|---|
A work log with status "charged" can't be edited or deleted anymore. |
Download Data
If you want to download details and summary of the report, you can do that before you finally save the "invoice", or you can it it from the accounting list (see below).
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