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Is it possible to prevent charges from being displayed when creating a QB invoice if the ticket has not been completed?
In our scenario, a ticket may incur time and product charges over a long time. However, we do not invoice the charges until the ticket is complete (or set to the highest level before complete in our case) which may be a month or two later. It would sure be nice to be able to specify when a charge is "Ready" to be billed based on the status of the ticket. Then only display those charges which are "Ready" to be billed when creating invoices. It's funny how I only come to the forum for help during our billing times. |
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Yes, this is already supported. You need to change the QuickBooks Invoice settings under Tools -> Options -> Quickbooks tab - Under the 'Invoice Charges - Default for Charges of Open Tickets' section select the option to 'Leave Charges of open Tickets unselected'. Done!
While the Charges will still be listed when generating invoices (for Account or for Contract) however they will not be selected. In addition, during the invoice creation wizard you can also use 'Quick Select' or 'Quick Unselected' menu options to apply selection for Charges from Open Tickets only. |
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I discovered that while this works when generating tickets from Accounts or Contracts, it does not work when generating the invoice from Tickets. Is there a reason for this? Can we get all systems inside CommitCRM to respect the "'Leave Charges of open Tickets unselected" selection?
Also, we group all our charges in an invoice by Advanced Sort "Ticket -> Item Group -> Date" -- with all the "Automatically Added Invoice Lines" options, is there a way to get the system to insert a line between tickets (we would like to group all charges under a single ticket and have them separted from other tickets in the invoice with a line)? thanks! //ray |
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When you start generating a Quickbooks Invoice from a Ticket Window in RangerMSP only a single Ticket and its Charges are included in the Invoice and you get to see the Ticket details and status before generating the invoice, i.e. if a user decides to create an invoice from an open Ticket the system does select the Charges for this Ticket. The option to 'Leave Charges of open Tickets unselected' on affects when creating a Quickbooks Invoice for an Account, Contract or when you Batch Invoice - in other words - for situations where more then one ticket can be included in the Invoice.
You can manually add blank lines to separate Charges of different Tickets, or, you can use the 'Automatically Added Invoice Lines' option to automatically add blank lines between Charges/Invoice-Lines. |
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you are just repeating what we already understand. What I'm saying is that it needs to be consistent across all systems inside CommitCRM -- generating invoices from a ticket needs to respect the "'Leave Charges of open Tickets unselected" selection.
Things like this that don't remain consistent in the system are very frustrating (other examples are names of fields, setting time by minutes in one spot but by decimal in another, etc.)... configuring a global setting but having one special area where it doesn't apply causes confusion and mistakes. We HATE confusion and mistakes! //ray |
