Can you see if a job has been invoiced???!
Paul Croxton
via web
If I create an invoice for a specific job - how can I mark that
job as "invoiced"? Obviously I can check the invoice itself but
that would take for ever with so many jobs and invoices to go
through..
Please help!!
Support Staff 2 Posted by Dan Messing on 28 Jan, 2010 09:07 PM
Just in addition to the last message, the reason that jobs currently can't be marked as invoiced is that invoices do not always correspond to jobs directly. For example, you can create an invoice that is based on a certain time period for an entire client - so this could contain items from multiple jobs. We haven't been happy with any method we've come up with so far to mark a job as partially invoiced.
Dan
3 Posted by Paul Croxton on 29 Jan, 2010 05:49 PM
Ok, well it would be very useful if you could add it.
Also - how can I view ALL INVOICES? I know I can view unpaid invoices, but what if I want to see all invoices, paid or unpaid, for all clients in one go?
PAUL CROXTON
CREATIVE DIRECTOR
–––––––––––––––––––––––––––––––––––––
ASCEND CREATIVE LTD
–––––––––––––––––––––––––––––––––––––
4TH FLOOR
57 FARRINGDON ROAD
LONDON
EC1M 3JB
T 020 7419 1170
M 07980 547 858
E ***@ascend-creative.co.uk
W http://www.ascend-creative.co.uk
–––––––––––––––––––––––––––––––––––––
Support Staff 4 Posted by Dan Messing on 29 Jan, 2010 11:55 PM
Yes, we are still working on ideas as you're not alone in missing that functionality.
There is not a way to view all invoices - not a bad idea though. Thanks for the suggestions!
Dan
5 Posted by Paul Croxton on 30 Jan, 2010 11:45 AM
As you are looking for idease, heres a few more.
1) Ability to sync through mobile me (or some other upload function so
data can be accessed remotely)
2) Ability to determined procect start and end date without having to
use the timer function
3) If an invoice is deleted, the global invoice number should refelect
this. Ie. delete invoice no. 05 and your next new invcoice should then
be numbered 05. Otherwise you end up with apparently missing invoice
numbers.
4) If a job has been invoiced (and it should say it has been, as
discussed), then you should be able to link to the corresponding
invoice from the job entry - and vice versa. How can one determine
which invoice belongs to what?!
5) Better control of the invoice editiing. For example there is no
undo function, alignment function, multiple text styles within a
single text box...ect.
6) Automatic updates to invoices if changes are made to the job being
invoiced. This is hugely useful if you need to add, say delivery to
the invoice. Currently I have to delete it and create a new one,
threrby encountering the invoice umbering issue as mentioned in point
3, above.
7) As mentioned, ability to view a list of invoices for all jobs and
job by job. EG where at the moment you have "Invoices" under a client
folder, why can't i just clik that to view a list of all the
invoices?? Have a look at 'Billable' - they do that pretty well.
You have a really nice application here, (and I have been through the
lot, believe me.) Perhaps the issue (as with many alternatives) is
that you have produced an invoicing platform that has just enough
functionality to be used as a job trafficing app too - so people will
do just that. People do need to do both - particularly in the creative
industries.
I do very much appreciate your feedback to my queries so far. I have
not yet purchased the licence for this as I am stil testing it
obvoiusly, but I can honestly say that if you incorporated the above
functionality I, and many others, would glatdly pay 10 times the
licence fee.!
Thanks again,
PAUL CROXTON
CREATIVE DIRECTOR
–––––––––––––––––––––––––––––––––––––
ASCEND CREATIVE LTD
–––––––––––––––––––––––––––––––––––––
4TH FLOOR
57 FARRINGDON ROAD
LONDON
EC1M 3JB
T 020 7419 1170
M 07980 547 858
E ***@ascend-creative.co.uk
W http://www.ascend-creative.co.uk
–––––––––––––––––––––––––––––––––––––
Support Staff 6 Posted by Dan Messing on 03 Feb, 2010 05:06 PM
Hi Paul,
Thanks for the suggestions, it is always helpful to know what people are thinking as they are using or trying out the software. Some of the thing you mentioned we will be working on (invoice template editing improvements, unwanted invoice number incrementing).
Some of the others have additional complexities that we are still thinking about how to tackle. For example, the fact that invoices can be created based on a date range from multiple jobs makes it harder to link them to a specific job.
Again, thanks for the feedback!
Dan