To get the money in, you need to send invoices. Before sending out invoices, you need to have the prices and correct invoice formatting in place. To automate the process as much as possible, rules for the invoice are inhereted as follows:
- from sales case or project,
- from customer,
- from the settings where you manage your organization defaults.
On top of the Invoices view you can see a KPI strip with a few preselected values.
| KPI figure | Formula |
|---|---|
| Billing this month | Total sum of the invoices which have invoice date in this month. |
| Forecasted billing this month | The total of the forecasted billing of all projects this month. |
| Value of hours this month | Value of hours for current month. |
| Ready to bill | Everything that is billable up until the selected date is shown in the value. |
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