Still finding invoice management to be confusing...

Hi all,

I've been using Studiometry for a while now (about a year?), and I'm managing to do everything I need with it, but I'm still finding it too be overly complicated and confusing in many respects. I appreciate that some complexity is necessary in order to provide a full range of features and flexibility for lots of different use cases, but I'm still having a hard time wrapping my brain around certain things.

One thing in particular is working with invoices. I mean, I've got my invoice templates set up, and I'm able to invoice my clients for the work I do without too much difficulty, but the whole "invoice management" process seems confusing and often not particularly effective. For example, I very frequently make multi-project invoices, and I'm finding that many times when I enter payment for an invoice, the projects on that invoice don't always get updated to "Paid", and verifying that my projects are getting updated properly seems to be a lot more difficult than it should be.

I can't seem to find a way to see a list of all invoices for a client, except in Summaries, but I can't do anything from a Summary report like clicking on an invoice to view its details. I also can't find a way to sort projects by date or by client in smart groups or even to display the project date in the "Projects" view for a client. And why isn't there an "Invoices" view/panel at the client level?

Anyway, I'm not even sure exactly how to explain my problem in detail. In essence, I'm just finding the whole invoice/project management process to be unwieldy, and I'm not sure if it's just a defect of Studiometry or if I still need to learn how to use it properly.




Please sign in to leave a comment.