How do I create an entry in the calendar?
- Click on the desired Date to see the creation panel appear.
- Choose whether it is an Entry of : Work done, Time, Expenses, Travels or Note.
- You can also choose whether to Repeat the item on a recurring basis.
How do I add a billing item to the calendar?
- Simply click on the "Date" this item was entered in the calendar.
- Specify whether it is an "Entry of: Work done, Time, Expenses, Travel, or Notes".
- Select the "Client" for whom you performed the work from the drop-down list.
- If the Client is not in the list, simply enter the name.
- Enter the "Quantity" of the item you are adding.
- Select the "Billing Item" from the list.
- If the Item is not in the list, simply enter the new item.
- If necessary, modify the "Unit Price" of the billing item.
- In the "Detail of Work Performed" line, write the "Description" of the work performed (which will appear on the invoice).
- To Repeat the Item, enable the "Repeat this item" button..
- Specify the Schedule (Interval and End date).
- Click "Create".
How do I reposition billing items in the calendar?
There are two ways to proceed.
- You can select the item and drag it to the desired date.
- You can click on an item and change the date manually.
I've made a billing item entry that isn't showing in the calendar. Is this normal?
Some custom billing item entries are not saved to the calendar.
How do I delete a billing item from the calendar?
Click on the billing item. The "Delete element" button is located at the bottom on the right..
Do the recurring billing item entries apply retroactively?
They apply from the date you created it. If you want to add it to a past date, just go back in time to create it.
I would like to delete some billing item entries from the calendar. How do I proceed?
Click on the billing item to be able to remove it directly from the calendar. At the bottom on the right, you will see the "Delete element" button..
I would like to be able to delete multiple invoice items at the same time. How do I do that? NEW!
Once in your Calendar, go to your account Settings and click either "Invoices" or "Estimates".
A window will open; click "Invoice items".
Simply check the box Billing item you wish to delete. Click Delete.
Note: You will only be able to delete items that are not associated with either a Quote or an Invoice..
How do I reposition a billing item entry on the calendar?
You can simply drag and drop it to the selected date. It is also possible to change the date directly on the document. It will then be automatically reposition on the calendar.