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[SOLVED] billing & client billing terms

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13 Déc 2019 10:44 #1 by Thierry94
Hello,
I have been using this tool for a few months now, which I find very rich. The installed version is 8,2,4, with the modules: templateReport v2,2 and translationFrench v1,4 (these modules were originally deployed on version 8,2,2)
I now want to use the customer billing feature.

My project is of the "forfait" type (in French), which implies, if I have understood the documentation correctly, a type of invoicing "selon échéancier" ( at terms).

I have created a CLIENT BILLING TERM. Then I want to create an invoice. At this point, I can't make the link with the CLIENT BILLING TERM (while the invoice entry form displays the type of billing: "selon échéancier" - at terms).
When I want to add a line to the invoice, it is not possible for me to make the link with an iCLIENT BILLING TERM but only with an element of the catalog...

Thank you for your help.

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14 Déc 2019 19:03 #2 by babynus
If your billing mode is "at terms" (depending on billing mode defined for project type), you have 2 buttons to add bill lines.
One will "manually" add lines (possibly from a catalog)
The second will add from a term.
Note that date of term must be passed to be able to select it on bill line.

Babynus
Administrator of ProjeQtOr web site

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15 Déc 2019 08:46 #3 by Thierry94
I hadn't seen that second button... thank you very much

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03 Jan 2020 10:17 #4 by arnaud.bonnet
Good morning and happy new year to all readers.
I'm on v8.2.4

I'm facing the same issue, using project with billing type 'at terms'
I've created client billing term and filled fixed price for term with date in the past. No trigger element for this term.

When I create an invoice I do not have the 2nd button on bill lines section (only a green + to add a line)

What did I missed? my objective of course is to link term and bill


thanks a lot

Arnaud

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06 Jan 2020 17:35 - 06 Jan 2020 17:35 #5 by babynus
If billing type is correct (at terms)


then you have two buttons to add bill lines

Babynus
Administrator of ProjeQtOr web site
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Last edit: 06 Jan 2020 17:35 by babynus.

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