A pre-payment amount for a job can be entered in the ‘Job Billing Details’ page in Abtrac.
This could be an initial deposit or an advance paid for a job.
This feature could also be useful in the event of an overpayment by a regular client for a job – the overpaid amount could be transferred to their next job as paid pre-payment amount.
Continue readingIt is possible to assign multiple jobs/projects to an invoice where a client has multiple jobs/projects belonging to them.
You use this feature to write off time or to create a single invoice with multiple jobs.
Getting started with your invoicing normally starts with a few reports to see who you are invoicing and for how much. This can then be checked with job (project) managers to confirm they are ready to invoice the clients and if they are happy with the amounts.
There are two basic reports that can get you going. Unbilled Work Quick Summary and Timesheet Entries.
Sometimes you have leftover time for a job/project that you just can’t invoice. The best way to clear that time is to write it off.
Continue readingWith AbtracOnline, you can assign a different status to an invoice, so your team knows where you are up to with its creation. Examples of these statuses can be Draft, Returned for Edits, Approved, Committed.
This is helpful when there is a team of people creating an invoice, but one final person signing off on the contents of the invoice.
In AbtracOnLine you can email invoices directly, without the need for email software.
Continue readingIn most cases AbtracOnLine is ready to go with Google Chrome and does not require any additional configuration. However, on occasion, a browser may block AbtracOnLine downloads.
If you are having trouble downloading multiple pdfs from AbtracOnLine – such as invoices – you may need to enable abtraconline.com as an exception to your browser security settings.
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