[GNC] Charging Back to Customer on Job Isn't Working

[Jon Griffith]

"Concerning the requirement to mark a line item as invoiced to the
customer, that does seem a bit strange. If you didn't want to invoice
it, you wouldn't have added it in the first place. (unless I'm
misunderstanding how that feature works)"

Exactly.  The process would be:

- Should this be billed to the customer on this job
- Has it been invoiced to the customer?

When creating the invoice for the customer, the "Invoiced?" field needs to
be checked before it will be added to the document's totals, but the very
act of creating the invoice IS invoicing, so I would think that a few
things would happen.

1.  We would start an invoice, but that invoice wouldn't be written to the
database until we saved the invoice.
2.  When we save the invoice, the line items on the invoice would be marked
"invoiced."  Perhaps the existence of this field is to accommodate the
current process given the nature of the data being written to the invoices
table upon creating a new invoice rather than saving the new invoice.

In any event, it works once you figure it out, and that's the most
important part.  I'd hate to get knee deep into this and find out I've done
a bunch of work that's not going to...well, work.  ;).  Thanks!

On Mon, Jul 20, 2020 at 9:14 AM Adrien Monteleone <
adrien.monteleone at lusfiber.net> wrote:

> Ah, I see that I set my preference for the status bar to 'top'. So it
> must do the same for bills and invoices. We're talking about the same
> figures though.
>
> Concerning the requirement to mark a line item as invoiced to the
> customer, that does seem a bit strange. If you didn't want to invoice
> it, you wouldn't have added it in the first place. (unless I'm
> misunderstanding how that feature works)
>
> As for the terminology used, you can file an RFE on Bugzilla and if the
> documentation is lacking, a bug can be filed on that as well.
>
> Regards,
> Adrien
>
> On 7/19/20 3:35 PM, Jon Griffith wrote:
> > The attached image shows the invoice creation process for a customer and
> > customer job after creating a bill for this customer's job with a single
> > item billable to the customer.
> >
> > Notice at the bottom of the image, the totals are zero.
> >
> > There's no clarity here.  I finally figured out that you have to put an X
> > in the invoiced column and then press the ENTER button at the top for the
> > amount to show up in the invoice calculation.  Quite confusing.
> >
> > The `Invoiced ?` field in the vendor bill seems out of place, as it leads
> > me to think "has this item been invoiced by the vendor to me" in which
> case
> > I scratch my head because the bill I'm entering IS either the invoice or
> > purchase receipt, otherwise I wouldn't be entering it.
> >
> > Am I correct in saying that this field is asking "should we invoice the
> > customer for this?"  But then it seems like it should be sitting right
> next
> > to the Billable column and be titled "Customer Invoiced?"...
> >
> > Confusing process.
>
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-- 
[image: photo]
*Jon Griffith*
REALTOR®, HomeSmart

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