• From: Malta
  • Registered: 04/06/2012
  • Posts: 123

Topic: Open Invoice

I offer a service to my clients and charge by the hour. However, I only issue an invoice once a month.
Is there a way to open an invoice for each client at the beginning of the month, add to it as the month goes by and then close it and send it to the client at the end of the month?

Thanks
Carmelo

  • joe
  • Administrator
  • Offline
  • Registered: 03/15/2007
  • Posts: 5,107

Re: Open Invoice

Yes, you can create an invoice with a service item at price 0 for your clients. Then you can use the customer transactions to pick up the invoices for editing (adding new rows) and save again.
Unfortunately you get GL transactions after each edition.

You can also use sales order for this (No GL transactions) and finalize with a delivery and invoice.

I guess this is the best way of doing it. Maybe someone out there have better ideas.

Joe

  • From: Malta
  • Registered: 04/06/2012
  • Posts: 123

Re: Open Invoice

Thanks Joe,
I think I will use the sales order idea as that is cleaner.

Carmelo

  • joe
  • Administrator
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  • Registered: 03/15/2007
  • Posts: 5,107

Re: Open Invoice

This is an answer from elax that went to a wrong forum.

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Maybe you could do direct dispatch each time you want to "issue" some work and batch them all in one invoice at the end of the month.

/Elax
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  • elax
  • Senior Member
  • Offline
  • From: UK
  • Registered: 05/17/2011
  • Posts: 326

Re: Open Invoice

thanks Joe ;-)

/Elax

  • From: Malta
  • Registered: 04/06/2012
  • Posts: 123

Re: Open Invoice

Thanks to both of you, Joe and Elax

Carmelo