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To simplify the linking of reports to a project the project template needs to comply with a type
| Type | usage | example |
|---|---|---|
| Generic | used with large clients with varied requirements | A major customer that wants to negotiate a discount across a range of reports |
| Pattern | A set of reports that typically go together and may be invoiced in a single invoice in advance or arrears Can force invoicing at the job level for different pattern types Can force client to be same as project for different pattern types | Construction projects - different stages of construction NCAT projects - legislation required set of reports |
| Group (Same Type) | Large numbers of the same report to be done in many different locations or for many different customers | A major customer with a fixed project A customer that pays for reports for their customers |
Using Projects
Define the project, provide a name and link to a customer
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If the project IS invoiced at the project level the invoice can be created anytime
Periodic Billing
Periodic billing is used for customers that are paying for multiple reports all on the same invoice - like Projects that are invoiced at the report level
Select the customer > view all reports ready for invoicing that have not yet been invoiced
Review then create the multi-line invoice - one line for each report
Invoices will be visible from the report and the project, project discounts will be applied
Linking other financial transactions to a project
The order link can link directly to a project
Marking inspections as Invoiced or Paid
