web analytics

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!

  1. Go to Contacts and pick your monthly clients.
  2. At the top of the screen, under billing cycle, select “Monthly”
  3. In Timesheets, select “Work in Process”, then “Monthly” and “Submit”.
  4. 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.