I have a single client that I do sub-contract work for. At present in Studiometry I have his company as a client with an individual project for each site that I work at on their behalf. He wants me to bill at different rates for work that I do for him under his contract with his end-user clients and work that I do for the client that is outside the scope of his contracts with the clients. He also wants me to provide itemised invoices showing details of all work done [broken down by time worked]. Sometimes I go on-site and do work that has been specified in advance but often the end-user will ask me to do work which has not been prearranged. If it is work within the scope of the contract it is billed at one rate, if not then it is billed at another rate; likewise my payment for it changes.
I cannot work out how to set this up in any of the invoice templates and would appreciate any help. If there is a Studiometry expert in my local area [Victoria, Australia] I am happy to pay for some training in this area. Anything has to be better than the current system where I record total hours and expenses in Studiometry and invoice from there but still have to maintain timed job notes in omnioutliner and then try to relate these notes back to my invoices!
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Rob Sherrard - Imageer In Studiometry, individual Work Items can be billed at rates independent of each other, so the in-scope, out-of-scope, on-site, off-site, planned or unplanned cases can be handled with separate Work Items with titles descriptive of the task and rates appropriate to the task.
Individual Work Items also have an Extra Info field which could be used to contain the notes you've been using OmniOutliner to capture. Projects also have a Notes area which could be used to maintain this kind of info without limitation to the size of the input.
My workflow contains both labor items and expense items, so my invoice is constructed to allow either kind of item to coexist in the format. A screenshot of the Work Item display area is attached. I use interleaved display rows to present the item details. The first display row is comprised of <ItemSequentialNumber>, <ItemInfoQuantityOrHours>, <ItemName>, <ItemDate>, <ItemInfoUnitPriceOrRate>, <ItemAmount> and <ItemHasTax> variables. The second display row has only the <ItemExtraInfo> variable which is offset both horizontally and vertically with respect to the first display row.
If it's a labor item, the second column shows the number of hours, the fifth column shows the hourly rate, and the sixth column shows the extended value. If it's an expense item, the second column shows the quantity provided, the fifth column shows the unit cost, and the sixth column shows the extended cost. The second row is laid out to only show one line of text so my Extra Info entries are constrained to short descriptions.
Hope this provides some insight for constructing an invoice format suitable for your needs.
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