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    Effective Billing Process

    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

    Re: Effective Billing Process

    Eladio,

    Here's our take on this -
    We plan to add an option to easily unselect all Charges related to open Tickets during the invoice creation wizard. This way you will more easily invoice customers for charges logged only to tickets which are currently closed.

    Hope this helps.
    Dina

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      Re: Effective Billing Process

      Thanks for the response Dina. When will this take effect? Will it be available in the next release?

      Comment


        Re: Effective Billing Process

        In a matter of fact, yes :-)

        This feature will be included in our next release.

        Comment


          Re: Effective Billing Process

          is there a beta available? this sounds great

          Comment


            Re: Effective Billing Process

            Thanks. There will be, however, it is not ready yet. It'll still take some time. We'll post back once a Beta will be available.

            Dina

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              Re: Effective Billing Process

              This is a major pain for us as well. We can we expect a resolution?

              Comment


                Re: Effective Billing Process

                ** Quick update:

                The option discussed above was released in RangerMSP 5.6.

                See more details in What's new in version 5.6


                *********

                Original post:
                Yes, this feature will be included in our next release!

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