Hello,
We sell both products (unit-based billing), and perform support/consultancy (time-based billing). Is there any way to switch on individual invoices between the two “types”?
Cheers,
Leyton
Hello,
We sell both products (unit-based billing), and perform support/consultancy (time-based billing). Is there any way to switch on individual invoices between the two “types”?
Cheers,
Leyton
If you go into Sales >> Invoice Customisation you can set an account level default so that any new invoices will automatically appear with either a time based entry or a item based entry.
You can also add a mix of time and unit entries on a single invoice. When you click ‘Add New Line’ when composing a new invoice, you’ll have the option there.
You can’t set default preferences for specific clients though only account level defaults.
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