Invoice a project's jobs together

Some service companies invoice every visit as it happens. Others run a larger installation as a project and send one invoice when it is finished. Your workspace chooses which.

Choosing. On Job settings, under Var uppdrag faktureras, pick one of these:

• Varje uppdrag för sig: Ett uppdrag skapar sitt eget fakturautkast när det når faktureringsstatusen.
• Samlat på projektet: Uppdrag som hör till ett projekt väntar, och projektets faktureringsknapp samlar allt levererat arbete på ett fakturautkast. Uppdrag utan projekt faktureras fortfarande var för sig.

Invoicing a project. With Samlat på projektet chosen, a project shows Fakturera uppdrag next to its other actions. Pressing it lists every job on the project that has delivered work not invoiced yet, with the amount for each and the total. A job must be finished before it can go on the invoice. If a job is not finished, or still needs something such as a required field or an approval, it is marked and says what is missing. The draft invoice can only be created once every job is ready, so a project is never invoiced for part of its work without anyone noticing. Skapa fakturautkast creates one draft invoice for the project's customer. It then marks each job as invoiced and moves it to your invoicing status. From there the invoice goes to your accounting system the same way every other invoice does.

Good to know. A job that does not belong to a project is still invoiced on its own, because otherwise nobody would bill it. A job marked not billable is never invoiced, either way. While jobs are waiting for their project's invoice, you cannot switch back to invoicing each job on its own: invoice those projects first. On a job that will go on the project invoice, its checklist says Innan uppdraget kan komma med på projektfakturan.