Just as you can enter
Billable time and
Billable expenses in advance of preparing a sales invoice, it would be nice to be able to prepare an invoice in advance of issuing it.
Use case: My business is a mix of hourly services and flat-rate services. I can enter my hourly services into Manager as I go along and accumulate them until I’m ready to issue an invoice at the end of the month, for example, and in the meantime those billables appear as an asset on my books under
Billable time and occupy their own column in the
Similarly, I’d like to be able to enter my flat-rate services into Manager as I go along and accumulate them until I’m ready to issue an invoice at the end of the month (sometimes co-mingled on a single invoice with hourly services, sometimes not, depending on the client). In the meantime, those billable should also appear as an asset on my books somewhere.
Currently, my workflow is to create an invoice for an future date and add the flat-rate line-items to the open invoice one by one throughout the month, but not actually send the invoice until the end of the month. The problem with this, of course, is that the accumulated line-items are not debited to an asset account until the invoice date arrives. Another problem is that if I do it this way, there’s no easy way to add
Billable time items to the same invoice later with the accumulated flat-rate items. Finally, there’s no way in Manager to set the invoice-in-progress to some sort of
Unissued status; as a result, the running not-yet-invoiced amount gets included in the
Accounts receivable column on the
Customers tab (even though it’s not included in the
Accounts receivable line on the
Is there a better way to handle this that I’m missing, or is this something that can be enhanced in future?