Method:Classic Professional Services

Re: Fully Invoiced?

Method_Valbon — Mon, 15 Aug 2011 21:46:05 GMT

Matt – yes, that is accurate. It can still function but when you get to invoicing QB really needs to be up and running for Pro Services.

Re: Fully Invoiced?

Matt — Mon, 15 Aug 2011 20:56:57 GMT

Hey Val,

Thanks for the update, it sounds like the key here is that QB needs to be open and the sync engine running for Pro Services to perform as expected. Is that an accurate evaluation?

Re: Fully Invoiced?

Method_Valbon — Mon, 15 Aug 2011 17:06:08 GMT

Matt and Michael,

When you create a Budget/Contract for Hourly or Hour Not to Exceed the charge quantity (Ordered column in QB) starts off with a value of zero. This explains the Full Invoiced and you can test the same directly in QB.

Fully Invoiced is removed when adding approved, billable time and re-saving the Budget/Contract. This is built-in when converting to invoice. Keep in mind that if the sync engine is running changes only or full sync at the same moment, your Budget / Contract save will be at the end of the current queue and may not immediately receive the updates back from QB.

Re: Fully Invoiced?

Method_Valbon — Tue, 28 Jun 2011 19:18:55 GMT

Hi Matt and Michael,

I’m able to duplicate this and have an idea why it could be happening. Give me some time to look into this. Thanks guys.

Re: Fully Invoiced?

m.mehr — Tue, 28 Jun 2011 04:47:20 GMT

Hi Matt and Val,

I can see the issue Matt describes on newly created hourly and hourly not to exceed budgets, they both show as fully invoiced right after creation. I notice the Ordered Quantity on the resulting sales order is zero, NOT the number of hours entered into Budgeted Qty on the Add/Edit Budget Details screen. Also, looking at the sales order in QB, it is stamped "Invoiced in Full" and the line is checked as closed.

I believe this is why Fully Invoiced? shows as Yes on these Budget/Contracts, and if the charge type is changed to Fixed, Fully Invoiced? changes to NO.

I would think that the budgeted amount would be the sales order quantity, then actual hours billed reduce that quantity to zero.

Just my 2 cents on the subject, looking forward to your feedback.

Regards,
Michael

Re: Fully Invoiced?

Matt — Mon, 27 Jun 2011 16:40:05 GMT

Val,

Have you had any luck duplicating this issue? If not I'd be happy to let you remotely log in so I can show you what is going on. I have customers eargly awaiting their invoice from me... ok, maybe they don't mind if I don't invoice them, but I would kinda like to get paid

Re: Fully Invoiced?

Matt — Mon, 20 Jun 2011 20:47:34 GMT

Hey Val,

Having the QB account open and synced seems to be a part of the issue.

I had a few that were not showing as fully invoiced until I opened QB, then they were.

I just closed QB and created a new budget and now it is not showing as fully invoiced, though the others still are.

Hope that helps you duplicate the issue.

Re: Fully Invoiced?

Method_Valbon — Mon, 20 Jun 2011 20:40:08 GMT

Matt, I have not been able to replicate this yet. Let me do some more testing before I get back to you.

Fully Invoiced?

Matt — Mon, 20 Jun 2011 17:19:31 GMT

On the Budgets/contracts screen (original), all the budgets/contracts are showing as fully invoiced whether they have been fully invoiced or not.

Occasionaly, right after I enter a time tracking event a budget will show as not fully invoiced, but as soon as I select another budget it goes back to fully invoiced.

I'm not sure if it is because of this, but I am not able to invoice any of the budgets either.