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 Hvor oppdrag faktureres, pick one of these:

• Hvert oppdrag for seg: Et oppdrag lager sitt eget fakturautkast når det når faktureringsstatusen.
• Samlet på prosjektet: Oppdrag som hører til et prosjekt venter, og prosjektets faktureringsknapp samler alt levert arbeid på ett fakturautkast. Oppdrag uten prosjekt faktureres fortsatt hver for seg.

Invoicing a project. With Samlet på prosjektet chosen, a project shows Fakturer oppdrag 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. Lag 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 Før oppdraget kan komme med på prosjektfakturaen.