I have a client asking for me to add the following to my invoices...
1) total billed to date
2) % of total contract
3) Total contract amount
4) Total estimated expenses
Is there a way to accomplish any of this? I'm using a code based invoice.
Date
Votes
2 comments
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Oranged Support You could use the following variables:
1. ClientTotalAmount shows the total for all work done to date
2. No way to do this as of right now but we can add it as a request
3. ClientEstimatedTotal is the combined estimate amount
4. You can do this on a per-invoice level by showing/hiding individual categories, are you looking to show a combined total for the client of all non-hourly items estimated? -
Greg Guarnaccia Thanks for the reply!
1) What I'm looking for is the Total Invoiced Amount To Date, including the current invoice. ClientTotalAmount does not provide this. It includes too much as it's looking at the total billable amount to date which always includes things that are not being billed for yet and things like reimbursable expenses which don't count toward reaching the contract total. This would be a great new feature if you could add it as a request.
2) Yes please add it as a request. This is part of the first item as the client is looking to see the Total Invoiced Amount To Date, including the current invoice as a percentage of the total contract.
3) Yes, this does work. Thanks.
4) I'm looking to show a combined total of what I estimate to be the reimbursable expenses, which is a subset of non-hourly billable items. It's my understanding that we can not filter out or somehow be selective with a credit/debit type.
- I think that there are two things that would help me accomplish this, as well as add significant power to reporting and invoices. It would be helpful to be able to be selective on an individual debit/credit type level rather than just item mode (i.e. billable, non-billable, etc) so we can show only specific billable items. For example, reimbursable expenses are billable items so they can't be excluded from invoices or reports with other billable items.
- The second request is the ability to perform mathematical calculations with various available variables that return a number. This would give the user great flexibility in generating all types of information and relieves you guys from having to create variables for things that could be calculated.
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