The everyday version, once the first one is behind you. An Invoice can be edited right up until it posts, so you can build it across the week.
Invoicing once the first one is behind you, and how to stop typing the same things every time.
Set up the things you actually bill for, once. Each Charge Type carries its description, its amount and the revenue account it belongs to, so adding a line becomes picking one from a list and the accounting arrives with it.
This is the part most people never realise. Nothing is fixed until you post, which means an Invoice does not have to be written in one sitting.
Start it on Monday, add to it as the week goes, send it on Friday. It works like a timesheet that happens to already be an Invoice.
If you have been running the Timer, your unbilled time is listed on the Invoice form itself. Click + to bring an entry on, X to leave it off. Each arrives as a line carrying its own date and description, so the Invoice explains itself without you writing the explanation.
Posting is the moment it becomes real. The Journal Entry is written for you: receivables up, revenue up, tax where it belongs. Nothing to re-enter and nothing to reconcile later.
Set Charge Types up properly once. Ten minutes there saves a minute on every Invoice for years.
Raise the Invoice early and add to it. An empty draft is a better memory than a Note to yourself.
Check before posting, not after. Editing is free until then.
Not freely, because a posted Invoice has written a Journal Entry. Check it before you post.
No, you can type a line by hand any time. Charge Types just save you doing it twice.
Invoicing works perfectly well on its own. The Journal Entry is written only if the Accounting is switched on.
Once you have sent one Invoice, the rest is about not typing the same things again. Charge Types are where that starts. Set up the things you actually bill for, once. Each one carries its description, its amount, and the revenue account it belongs to. Which means adding a line to an Invoice is picking one from a list.
Description, amount and the accounting all arrive together. Here is the part worth knowing. An Invoice can be edited right up until it posts. So it does not have to be written in one sitting. Start it on Monday, add to it as the week goes, and send it on Friday. It works like a timesheet that happens to be an Invoice already. And if you have been running the Timer, you do not add those lines at all.
Your unbilled time is listed on the Invoice form. Click the plus to bring an entry on, or the X to leave it off. Each one arrives as a line carrying its own date and description, so the Invoice explains itself without you writing an explanation. Tax works itself out from the Charge Types. Then you post it, and that is the moment it becomes real.
The Journal Entry is written for you. Receivables up, revenue up, tax where it belongs. Nothing to re-enter and nothing to reconcile later. Which is the whole point of doing the Invoice in here rather than somewhere else.
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