Create Bulk Invoicing
Not sure the best approach but we would like a non time based way to quickly create invoices per customer for all open tickets. Right now you accomplish this through recurring invoices but that approach assumes all data is entered on time but it never is.
A simple approach would be to add a button next to each customer on the pendingticketcharges screen to invoice all tickets for that customer. Still a bit of manual work but easier than going back to the invoice screen and selecting customer and selecting all tickets.
Nick Hess
shared this idea
-
scottstarost
commented
I think there should be a classification for issues to mark them as contract or breakfix issues. If it's a contract issue then the hours worked are simply deducted from the contract hours and invoicing independently for that issue is not necessary. The reoccurring invoice stays static at the original agreed price. If there are more hours used than initially prepaid then a seperate invoice is generated for those hours at the end of the month. If it is a breakfix issue you can follow the standard repairshopr invoicing model.
In order for this to work the pre-paid hours should be tied to the contract and marking issues as contract deducts from that pool. Our contracts are quarterly and renew quarterly but we invoice monthly.