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Invoices

Rates, snoozing and writing off

How time finds its rate, fixing No rate, snoozing what you’ll bill later, and writing off what you won’t.

Written By Julia M.

Overview

In Finances › Client billing › Ready to invoice, every item needs a rate before it can be billed. Anything you are not ready to bill can wait, and anything you won’t bill can be written off with a reason.

Watch it: the Finances lesson in Campus, step 5, “Time and expenses”, chapter 2, “Rates and No rate” (starts at 0:34) and chapter 3, “Snooze and write off” (starts at 0:58).

How an item finds its rate

Workroom looks in this order: the project’s rate for that service, then the service’s own rate, then the person’s rate.

  • If there is no rate, the item says No rate in amber, with Set a rate.

  • Time with no service type says so, with Set a service type. Pick one and the rate fills in.

Two items in Ready to invoice: one with No rate, one with no service type
Set a rate for the item
Set a service type for the item

Snooze

Not ready to bill it? Tick it and click Snooze: thirty or sixty days, or a date, with a note. It comes back to Ready on its own.

Snooze an item for 30 days, with a note

Write off

Won’t bill it? Tick it and click Write off. Choose a reason, like Goodwill, Our error or Out of scope, and add a note if you like. The dialog shows what the project has written off so far.

Write off a time entry, with a reason and a note

Changed your mind?

In the Written off view, tick the item and click Undo write-off. To pull something back from a draft invoice, take it off the draft.

The Written off view, with each reason

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