Summary

Report Projects are effectively a group of reports for a customer

Projects may be active in multiple states (or other ways of managing areas)

Any report can link to one project - the report and project may have different clients

From the project - mass emails can be sent for any completed reports that have been paid for and not yet emailed

Fixed price Projects

will be priced at the individual level
may have a project discount applied to each report
may be invoiced at the group level (invoices will have report details on each line)
- Final reports will be linked once completed even if invoiced in advance
- All reports on the project can be invoiced in a single invoice regardless of status
may be invoiced at the individual project level

Project Group Types

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

Link the report to a project

Invoicing projects

If the project is NOT fixed price and invoiced at the project level - all reports are invoiced as normal and project discounts will apply

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

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