Rebilling works great but it seems only when creating a new invoice. Would it be possible to rebill purchases to an invoice that has laready been created? We create many invoices from previous invioces as they are similar when monthly billing clients and it save a lot of time. If rebilling purchases could be added to an invoice created this way it would save a lot of time. Cuurently we have to either enter the base invoice details and non rebilled items from scratch or duplicate last months invoice and then add the rebilled items individually.
Cheers
Nick
Hi Nick
Thanks for the suggestion.
Weāll leave this topic open for other users to add their comments to, and if thereās enough interest weāll take a look at the feasibility of doing this.
1 Like
Hi,
+1 for this idea!
+1. I currently do this by searching and attaching the receipts, which is a bit of a pain.
How do you do that? I have looked at it but could not find anythingā¦
I guess mlawson is doing that by entering the rebilled item manually and attaching the receipt from existing documents. Heās right it is slow and laborious.
OK, thanks.
What about using the āItemā field to find existing invoices?
Yes, as tc5440 says. Manually enter the item and amount, then save the invoice, then in the āPreviewā view of the invoice, I choose the file, using the āUse Existingā button. A bit of an effort, and searches not a full as I would like (canāt search project tags, for instance) - sometimes I have to go off to my PO screen to find the file name.
Would be happy to have, or hear of, a better way of doing it. Iāve often already got the invoice started (they tend to be monthly consulting invoices to clients, where I add stuff as I go), so canāt rebill from PO screen because it starts a new invoiceā¦
Old thread, but +1 to this as well - it just bit me as I was expecting the rebilling to offer to add itself to an existing open invoice, but no, it created a new one. I donāt want to find out what happens if I forget to rebill one expense - does it create another new invoice?
Perhaps from the + New Line in the invoice screen one could select from any non-rebilled purchases (perhaps those marked for rebilling) or in the rebilling dialog, allow the choice of an open invoice to add them to.
[Edit] or if not the choice, to the first currently open invoice
+1 again from me. Iām having to look at alterenative products as this is such a big issue for me.