Preferences: Invoice options
The Invoice options panel of TimeCache
Preferences offers a number of options for customizing TimeCache
invoices.
Use job number for invoice number: When
this option is checked, TimeCache uses the job number of the last
project/matter clicked in the Project list for the Invoice number.
That makes it useful primarily for users who invoice clients for
one project at a time. This option works provided that the job
number is a real number (i.e. composed only of numerals) and that
there is not already a saved invoice using that number in your
invoices file. If the job number does not meet both those
conditions, TimeCache enters the next available real number.
Show invoiced entries on Job Sheets:
Tells TimeCache to show entries that have been invoiced on their
respective Job Sheets. By default, TimeCache hides invoiced
entries. You can opt to show invoiced entries on Job Sheets. If you
do so, they appear in italics, as do listings for invoices.
Option-clicking on a Job Sheet entry that has been invoiced results
in a beep; these entries cannot be edited other than marking them.
(Option clicking a Job Sheet entry for an invoice results in that
invoice being shown if its Invoice file is currently open.)
Subtract invoice amounts from Job Sheet
totals: After creating an invoice, TimeCache adds an Invoice
entry to each Job Sheet that was included in the invoice. You can
choose whether or not to have their totals included in the total
charges displayed at the bottom of the Job Sheet. If this option is
left unchecked, a Job Sheet will reflect the total for all work on
a project. If it's checked, a Job Sheet will reflect the total for
your work on a project, minus the amount invoiced for it. This
option is turned on by default.
NOTE: If you use TimeCache invoices, you
will probably want to leave one of the above two checkboxes checked
to have the most accurate picture of your billings.
Overdue invoice listing color: TimeCache shows all invoices in your
current invoice file in its Invoice panel, along with their balance
and creation date. You can choose to set special colors for
displaying up to three overdue periods, each with their own time
intervals in days. Setting a particular color for each overdue
interval helps you quickly identify overdue invoices in the Invoice
panel.
To use these settings, enter an overdue interval in the first box
(e.g. 30 days), and then choose a color to represent that overdue
interval by clicking the square to the right and choosing a color
from the Color Picker that appears. Then do the same thing with the
second overdue period, and finally do the same with the
third.
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