Invoice not showing in Project

Adam Lana's Avatar

Adam Lana

16 Aug, 2013 05:21 AM

Howdy.. loving all so far. Simple quick effective.

I have gone through.. estimated, and created a deposit invoice and project from it.

But in the project, under invoices, nothing appears. The only anomaly I can think of, was that I sent the estimate to a fake contact (staff member) which I then I actually changed to a staff member. Invoice was actually sent to the client.

Feel free to look and ask me any more.
Adam

  1. Support Staff 1 Posted by Seth B on 16 Aug, 2013 04:36 PM

    Seth B's Avatar

    Hi Adam,

    Invoices are only associated with a project when you've invoiced for time, expenses, and tasks from that project.

    If you invoice directly from an estimate, that invoice will not be associated with the any project you created from the estimate.

    Does that makes sense?

  2. 2 Posted by Adam Lana on 19 Aug, 2013 01:03 AM

    Adam Lana's Avatar

    Hi Seth and Lacy.

    (Lacy you asked me how it is going, and overall I love it other than
    this one big hindrance)

    Seth,

    It makes sense what you said, but it doesn't really make sense to me why
    a "deposit" invoice for project is not associate with that project.

    This is an integral part of our process, as 80% of our projects run with
    3 or 4 "milestone" payments based off the estimate or quote. So every
    project will have a deposit, and we will also need to create another 1-2
    invoices during the project, and if we can't see them against a project,
    then it is hard to track the $ of the project.

    In a nut shell, this is how we work.

     1. Create Estimate
     2. 33% Deposit Invoice on Approval
     3. Create Project
     4. Log and Monitor Time
     5. 33% Milestone Invoice
     6. Log and Monitor Time
     7. 33% Balance of Payment Invoice
     8. Close Project and Report on Time.

    If you are planning on updating this, or can suggest how we can run and
    monitor this process, then this would be amazing.

    A couple of others.
    - Also, we use Basecamp (not classic) and dabble with Zapier.. so we
    would love some info here?
    - Categories for invoicing and tasks? Is this in the pipeline/

    Thanks, look forward to your response.. as I really want to use cashboard.

  3. Support Staff 3 Posted by Seth B on 19 Aug, 2013 06:43 AM

    Seth B's Avatar

    Adam,

    I fully understand your process, and Cashboard is designed to handle exactly that. I see what you mean by wanting to associate the deposit invoice (through the estimate) with your project - but it simply doesn't work that way currently. I'll consider it.

    Everything else will work perfectly as you describe, linking invoices to projects that you've imported time & expenses for. As mentioned previously, that's what "links" a project with an invoice currently.

    As for your other comments

    Also, we use Basecamp (not classic) and dabble with Zapier.. so we would love some info here?

    I do plan to integrate with the latest version of Basecamp when possible, but some other things have taken priority in the interim. Sorry, but I don't give out public timelines because I'm sure we'll miss them.

    • Categories for invoicing and tasks? Is this in the pipeline

    I don't personally see any benefit for this, but am always open to hear suggestions and take everyone's comments into account when moving forward with the design of the app.

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