emedina
October 20th, 2010, 01:49 PM
Hi everyone,
I am looking to find an effective billing process than I am currently using. Here's what happens.
We create a ticket. Some projects that we work on requires that the customer pay us for the equipment cost of the project on the ticket. We enter the equipment charges at that time. It is only when the project is completed and the ticket is closed that we initiate an invoice for this ticket. Tickets can remain open for various reasons and for different periods of time (obviously).
When you go to the QB Invoiceing screen and select by accounts (our preferred method), it displays all ticket charges regardless of what status they are in. This can get very confusing for our accounting people who would then have to check on each ticket to confirm that they are closed.
Is there a better way to filter this so that the user looking at the screen only views tickets that are closed? Then they simply process the account's charges and generate an invoice.
Thanks in advance.
Eladio
I am looking to find an effective billing process than I am currently using. Here's what happens.
We create a ticket. Some projects that we work on requires that the customer pay us for the equipment cost of the project on the ticket. We enter the equipment charges at that time. It is only when the project is completed and the ticket is closed that we initiate an invoice for this ticket. Tickets can remain open for various reasons and for different periods of time (obviously).
When you go to the QB Invoiceing screen and select by accounts (our preferred method), it displays all ticket charges regardless of what status they are in. This can get very confusing for our accounting people who would then have to check on each ticket to confirm that they are closed.
Is there a better way to filter this so that the user looking at the screen only views tickets that are closed? Then they simply process the account's charges and generate an invoice.
Thanks in advance.
Eladio