Invoices

In a nut shell

"When simple, then it's right"

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New Invoice

for a project is

New Time Sheets
Grouped
and totalled
by stages of a project

Review & check before creating new invoice

Correct stages used and recorded?

Review invoice history of the project

Project stages

can be

  • Hourly
  • Fixed
  • Free

Regardless of stage type,
starting point is the total sum of time sheets,
which you need to adjust.

Customise RIBA stages

Admin users
Preferences – Stages


Hourly invoiced stage

Should be

Total sum of time sheets done for that stage

Adjustments

Total sum should be left as it is,
but again sum can be reduced or increased – you must use your own judgement.

Fixed invoiced stage

is

Total sum of time sheets adjusted to
the percentage of stage's Agreed Fee

New sum will be lesser or greater than
the original sum of time sheets

Be aware of constraints

Total sum of all invoices issued
for a fixed stage
can't exceed 100% of that stage's agreed fee

When an invoice is created, percentage is calculated up to 12 decimal points precision to reflect the exact sum of time sheets used.

Use your own judgement to round up or down to the whole number percentage.

Free invoiced stage

Total sum of time sheets is given away for free, without charge.

Currently setup as free stages

Stage 0 - Strategic definition
Other - Admin
Other - Recharges

"When simple, then it's right"

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Adjust
stage charge?

10 time sheets are done for a stage
All time sheets are 1h,
charged @ £100ph
Total sum of time sheets is £1000

Adjust stage charge
  • Reduce (or Increase) the stage total by 20%

    If total is 1000, select and overtype with
    800(-20%) or 1200(+20%).
    This is by far the easiest and cleanest way of doing it.

  • PRO BONO time sheets

    Is the same as reducing stage total
    (by sum of selected time sheets),
    BUT client will know about it, and will be shown on the printout.

  • Write Off time sheets

    Is the same as reducing stage total
    (by sum of selected time sheets),
    BUT client will NOT know about it, and will NOT be shown on the printout.

  • Adjust hourly rate

    This allows you to increase available hours on a specific stage to a user without altering their usual hourly fee.

    To apply to any future invoice on that project/stage, adjust hourly rate in Resource Manager.

Stage is fixed,
but already invoiced at 100%

  • Delete stage from invoice

    Frees up all time sheets
    for a next invoice on that project and stage

    Is stage wrongly entered on time sheets, can work done be repurposed on a different stage?

  • Reduce percentage (and value) to 0

    Exclude from printout

    Previously invoiced at much greater rate to clear the stack, but you knew you had to do more work on it.

    Include on printout

    Good faith on your part, extra mile you went for client.

  • PRO BONO

    Only some of time sheets are reduced to 0, and you let client know about it.

    Don't use if all time sheets are reduced.
    ZERO the stage value, and overtype explanation in description.

Stage is fixed, but already invoiced at 100%
  • Write off

    Only some of time sheets are reduced to 0, but client doesn't know about it.

    Don't use if all time sheets are reduced.
    ZERO the stage value, and exclude from printout.

Expense only,
zero time sheets

Create a blank time sheet with 00:00 time and expenses.

Create new invoice for that project

"When simple, then it's right"

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JavaScript, PHP, SQL, HTML5, CSS3
Bash and many others...

Printing

Use Firefox if you can,
it's the most standard compliant browser

Turn off headers and footers

Other printing options

Permanent headers and footers

In Firefox, type about:config
Search for print.print_head and print.print_foot
and blank all entries

Doesn't fit on one page?

Adjust scale in increments of 5%