We have times while creating T&M invoices where we want to apply discounts for items or add additional charges (min trip fee). There is no easy way to edit T&M invoices that will be customer facing and should be an addition to the software.
The work around now is to export the T&M invoice to word during printing, make our adjustments in word to apply the discounts/additional items, print from word. We then post the T&M invoice at full price, find the AR invoice for the full amount, void it, copy the invoice, create a new one, paste the old information and enter in the discounts/additions to the appropriate GL accounts to match the invoice printed out of word. A VERY long process for something that is needed for T&M billing
by: Nick A. | over a year ago | Accounts Receivable
Comments
Post the additional expense or credit through the 6-3 module.
Yes, this is long and tedious and easily done with some other bookkeeping programs. Also need to be able to VIEW the T&M Invoice after saving without relying on a link to an external copy. please please
as users of the T&M program on a very busy schedule, we the client should be able to freely edit and/or include other items we want to charge out to customers without it being such a complicated and very long process. we are losing money because of these restrictions and i personally do not understand why the Sage team has not found a way around this and modified the program accordingly.