Invoicing. It’s the best of times. It’s the worst of times.
Surely, we all have some clients to whom we send a monthly invoice and still others get sent invoices only periodically.
Wouldn’t it be great to be able to print a WIP Report showing just those monthly clients so we don’t need to slog through all those other entries?
Problem solved!
- Go to Contacts and pick your monthly clients.
- At the top of the screen, under billing cycle, select “Monthly”
- In Timesheets, select “Work in Process”, then “Monthly” and “Submit”.
- Finish reading A Tale of Two Cities with all the time you just saved each month.
Got an idea or a compliment you want to share? Send it to kevin@CPApp.io.
Got a complaint? Send those to ted@CPApp.io. Just kidding. I’ll take those, too.
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