01 · Functions
- 01Finished tickets and callouts with no invoice
- 02Estimated amount at the client point rate
- 03Mark as billed, with the invoice number as a note
- 04Filter by cycle month, sortable columns
- 05An invoice matched through SmartAccounts hides the row itself
02 · Example
- 1
At the start of the month the bookkeeper opens Unbilled work and picks last month.
- 2
Three maintenance visits were never invoiced.
- 3
They issue the invoices and mark the rows billed, with the invoice number as the note.
03 · Dependency
Unbilled work
The list is made of finished tickets: without tickets there is nothing to bill.