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

Mon Jul 20 14:41:47 EDT 2020

So, if I create an invoice and 10 items are brought into the invoice, I can
essentially ignore some and invoice some so the next invoice will pick up
where I left off?

That's great!  It's similar to Quickbooks where there's a scrolling list of
charges that can be added to a customer invoice...and now, not having the
value calculated by default on the invoice makes more sense.

It would be nice down the line to have a separate "line item" area for
billable charges that we could select from and move to the actual lines in
the invoice...but it all seems to work as is.

On Mon, Jul 20, 2020 at 11:07 AM Derek Atkins <derek at ihtfp.com> wrote:

> Hi,
>
> The idea is that you may have multiple invoices to the customer, so when
> you bill back an item, GnuCash gives you the flexibility to choose how and
> when you actually include the chargeback item on an invoice.
>
> You may have a reason not to include a chargeback *immediately*, so it
> defaults to opt-in as opposed to opt-out.
>
> Thanks,
>
> -derek
>
>
> On Mon, July 20, 2020 1:55 pm, Jon Griffith wrote:
> > "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
> >
> > 480-463-4062 | jon at jongriffith.com
> >
> > http://realtor.jongriffith.com
> > 10601 N. Hayden Road, Suite I-100 | @RealScottsdale
> > <http://facebook.com/realscottsdaleliving>
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>
> --
>        Derek Atkins                 617-623-3745
>        derek at ihtfp.com             www.ihtfp.com
>        Computer and Internet Security Consultant
>
>

-- 
[image: photo]
*Jon Griffith*
REALTOR®, HomeSmart

480-463-4062 | jon at jongriffith.com

http://realtor.jongriffith.com
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