Including Employee Name with Billable Item Detail on Invoice

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  • Updated 3 months ago
We bill our clients for Employee Time spent on a job and use the Billing function through time sheets. 

However on the invoice issued to the client, as part of the line item description, we want to include a column that identifies which employee the time being billed is for, without having to enter the employee name manually into the invoice. 

There could be multiple employee time billed to a client so we want to be able to show, for example:

Bill Smith, 1/8/18 - 31/8/18, 80 hours, $1,000.
Jim Bobb, 1/8/18 - 14/8/18, 40 hours, $2,000 etc. 

Is there a way to automatically populate the Employee name into the invoice? 

Thank you 
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Gemma

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Posted 3 months ago

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Gemma,


Yes, there is a way to automate that. I can help you to write a tool to allow you to created invoice from selected timesheets and the employee name and description can show up in the description field or in a custom field in the invoice template. As the result, the print out invoice will have the piece of information that you want.


Thanks,


Phuong
(Edited)
http://www.cosmicinnovations.com/Video-CosmicTimesheet
have a look at this app , this will show all what you require , we did this for a Perth law firm
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Linda Putland, Accredited Partner

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Hi Gemma - I wrote a document some time ago for a client to achieve these sorts of results (wow - just checked and it was 10 years ago!)...  you can access the file here...  https://www.dropbox.com/s/1edr4g5bhzy58gh/Integrated%20Payroll%20-%20Job%20Costing%20-%20TOIL%20Note...

Hope this helps!  cheers Linda