tag:help.cashboardapp.com,2012-10-23:/discussions/document-templates/652-invoicing-by-discrete-periods-of-timeCashboard: Discussion 2016-08-12T01:54:56Ztag:help.cashboardapp.com,2012-10-23:Comment/366931722015-04-28T03:48:53Z2015-04-28T03:48:53ZInvoicing by discrete periods of time<div><p>Hi,</p>
<p>My company invoices per days worked (7.5 hours per day) instead
of hours worked. Is there a way that I can add a 'Days' column to
the invoice? In order to get the numbers to show up properly, would
I have to work an equation in that takes the hours column and
divides by 7.5?</p>
<p>Is there a way for me to just set our billable units as 7.5
hours?</p>
<p>Thanks</p></div>Karen Litag:help.cashboardapp.com,2012-10-23:Comment/366931722015-04-28T03:59:18Z2015-04-28T03:59:18ZInvoicing by discrete periods of time<div><p>Hi Karen,</p>
<p>I understand that billing by “day”, setting hours in
a day, and even charging a different rate for overtime is desirable
for some of our customers. Unfortunately Cashboard doesn’t
support any of those things automatically at this time.</p>
<p>We might be able to modify the invoice template to account for
“days”, as we do have some basic math functions
available - as described here: <a href="http://help.cashboardapp.com/kb/document-templates/template-syntax-basics">
http://help.cashboardapp.com/kb/document-templates/template-syntax-...</a>
<a href="http://help.cashboardapp.com/kb/document-templates/template-syntax-basics">
http://help.cashboardapp.com/kb/document-templates/template-syntax-basics</a></p>
<p>You could setup a different invoice template for just this
purpose, or modify the default one if you’ll be billing
everything by “days”.</p>
<p>Let me know if you’ve got further questions or need
assistance.</p>
<ul>
<li>Seth</li>
</ul></div>Seth Btag:help.cashboardapp.com,2012-10-23:Comment/366931722015-04-28T04:10:06Z2015-04-28T04:10:06ZInvoicing by discrete periods of time<div><p>Hi Seth,</p>
<p>Thanks for your help.</p>
<p>Can you give me an idea of what sort of functions I'd need to
use? I've taken a look through that and I'm still uncertain how to
write it.</p>
<p>I'm not even certain how to insert another column in. Can I just
edit the html_invoice or do I need to do something to the
invoice_row and invoice_footer?</p>
<p>Thanks again,</p>
<p>Karen</p></div>Karen Litag:help.cashboardapp.com,2012-10-23:Comment/366931722015-04-28T04:49:18Z2015-04-28T04:49:18ZInvoicing by discrete periods of time<div><p>I've tried adding in another column in invoice_row by using:</p>
<p>from line 16, but while that moves things over like a new column
has been added when looking in html_invoice, there's no new column
heading or values.</p>
<p>I've tried modifying the column headings or inserting a new
column heading in html_invoice but nothing happens.</p>
<pre>
<code><th class="first">Item Description</th>
<th class="numeric">Hours</th>
<th class="numeric">Days</th>
<th class="numeric">Price Per</th>
<th class="numeric">Flat Fee</th>
<th class="numeric last">Total</th></code>
</pre>
<p>Not sure where I'm going wrong.</p>
<p>Even if it's not possible to autofill a Day column using a
mathematical function, I'd like to get a day column up so I can
manually fill it though I'm not sure where I would be able to do
that.</p>
<table>
<tr>
<td class="numeric">{{ item.days | format_number }}</td>
</tr>
</table></div>Karen Litag:help.cashboardapp.com,2012-10-23:Comment/366931722015-04-28T17:10:54Z2015-04-28T17:10:54ZInvoicing by discrete periods of time<div><p>Hey Karen,</p>
<p>After giving this some more thought - I don’t think
it’ll be possible to do what you want with our current
invoice setup.</p>
<p>Even if we setup a “days” column based on hours in
your template, the item total calculation would still be using math
based on hours.</p>
<p>I know this is an important feature to some clients we’ve
lost along the way, and we are considering it for the future. Sorry
we can’t meet your needs currently.</p></div>Seth Btag:help.cashboardapp.com,2012-10-23:Comment/366931722015-04-30T00:46:31Z2015-04-30T00:46:31ZInvoicing by discrete periods of time<div><p>Hi Seth,</p>
<p>Even if I can't put in a column for days, would it be possible
to add a note in under each billable item so I can manually put in
the amount of days worked?</p>
<p>We can work out the hour cost by dividing the cost of a day by
number of hours we work per day so that's fine, I'd just like
options where I can note the amount of days worked.</p>
<p>Thanks!</p>
<ul>
<li>Karen</li>
</ul></div>Karen Litag:help.cashboardapp.com,2012-10-23:Comment/366931722015-04-30T01:04:29Z2015-04-30T01:04:29ZInvoicing by discrete periods of time<div><p>You can certainly do that in the ‘description’ field
of each invoice line item - no problem.</p>
<h2><a href="#" class="anchor" name=""></a></h2>
<p>seth @ subimage llc<br>
<a href="http://subimage.com">http://subimage.com</a></p></div>Seth Btag:help.cashboardapp.com,2012-10-23:Comment/366931722015-04-30T01:08:14Z2015-04-30T01:08:14ZInvoicing by discrete periods of time<div><p>Is the description field the one beneath the invoice item
because when I enter something there and click save, it just
deletes it. When I go back into the editable invoice, any notes in
that field just disappear.</p>
<p>Is there a way to put in a days column and automatically
calculate it as hours/7.5?</p></div>Karen Litag:help.cashboardapp.com,2012-10-23:Comment/366931722015-04-30T01:29:51Z2015-04-30T01:29:51ZInvoicing by discrete periods of time<div><p>Yes, that field. Are you also using Internet Explorer on
Cashboard, as you are on this forum?</p>
<p>Can you explain a bit more about "not saving"? Is that entire
item not "saving", or does that field just disappear? If either of
those things are happening, then that's a bug we need to look
at.</p></div>Seth Btag:help.cashboardapp.com,2012-10-23:Comment/366931722015-04-30T03:11:34Z2015-04-30T03:11:34ZInvoicing by discrete periods of time<div><p>I am using internet explorer.</p>
<p>The field just disappears.</p>
<p>I put something into the description field and hit save. When it
exits back to the invoice, there is nothing under the invoice item
(see image). From there, when I go back into the editable page,
there is nothing in the description field so all changes have been
lost.</p></div>Karen Litag:help.cashboardapp.com,2012-10-23:Comment/366931722015-05-02T00:38:28Z2015-05-02T00:38:28ZInvoicing by discrete periods of time<div><p>Karen, my deepest apologies about the delayed response.
Currently traveling to deal with some family health issues.</p>
<p>I’ve added this invoice with a description field:</p>
<p><a href="https://biolink.cashboardapp.com/provider/invoices/show/225">https://biolink.cashboardapp.com/provider/invoices/show/225</a>
<a href="https://biolink.cashboardapp.com/provider/invoices/show/225">https://biolink.cashboardapp.com/provider/invoices/show/225</a></p>
<p>It’s just a test, but you can see that it’s saving.
I can verify that saving the description field works in Google
Chrome, Firefox, and Apple Safari.<br>
I will be able to get to a test machine with Internet Explorer
hopefully this evening to determine if there is indeed a bug
there.</p>
<p>I also added the “days” column to your default
invoice template, as requested. It’s calculating your days as
7.5 hours. If you’d like a modification to that template,
please let me know.</p></div>Seth B