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Which clients haven't I invoiced?
I love Harvest, and have really benefited from adding it into the workflow of my consulting business. So first of all, thanks!
My biggest problem is that I have a large number of clients (between 30 and 40, with more each month), but I only invoice some of them (say, about 10) each month. This means that when it comes time to invoice clients, I have to go through the “which client is the invoice for?” selection list (at the top of /invoices, after clicking on “create invoice”). Maybe it’s just me, but it’s hard to remember which clients do and don’t have outstanding billable hours, and creating an invoice for each one, just to see if the hours are there, is a bit of a pain.
Would it be possible to have a checkbox next to this selection list, which would restrict the list to only those clients for whom there are uninvoiced billable hours? That would reduce the chance of my missing a client whom I should bill, or of creating an invoice without any hours in it. Alternatively, just adding the number of uninvoiced billable hours (or even a star next to the name!)
Thanks in advance,
Reuven
HI @reuven,
Thanks for getting in touch! One alternative for you would be to view which projects have uninvoiced hours from Reports > Project Status. If you’re in the “Active Projects” view, you’ll see a column with uninvoiced hour totals. When you click into one of those projects, select “Create Invoice” from the “More Actions” menu. This takes out all of the guess work as to whether a project has uninvoiced hours or not.
However, I do agree that we should make it more obvious that a project has uninvoiced hours from Invoices > Overview. This would be a much simpler flow than visiting Reports > Project Status first. I’m going to add your comments to our Feature Request list, and thanks again for your feedback!
Cheers,
Samara
Thanks for the tip about Reports > Project Status Samara. I was just trying to figure out the easiest was to do this!
Where it would be really useful to see this info is:
- a column on the new summary Time report (it shows total uninvoiced amount at the top, but it would be great to then see the breakdown of that in the time view).
- a box for Total Uninvoiced Amount on the dashboard
Hi guys, we’ve been pretty busy working on the second phase of our big “Reports 2.0” initiative. Part of this phase is a brand new “Uninvoiced Report”, which will show you all the uninvoiced hours and amount for all clients and projects. It is scheduled to be released next week.
Thanks for your patience – we’re almost there!
