A good part of my business is things I do repeatedly, for a flat rate. These tasks are not necessarily regular – one week I might do 1, the next week 10.

I would like to be able to indicate it on the time sheet, track the hours I spend on the task, but bill the client a fixed amount. I would like to be able to set the rate for the task, and have it automatically billed at that rate when I create the invoice.

Can this be done in Cashboard?

Hey Tom,

More than likely you’ll want to use a task on your project with a flat fee. Cashboard handles tasks with flat fees in a special way with billing, so you’ll need to put some thought into the setup of your projects.

• You will first need a project for each client you’re working for, billed by task rate.
• Next, create a task with an hourly rate of $0, and a flat fee of however much you’d like to bill.
• Then, track time as you normally would against those tasks.
• When it comes time to invoice, your client will be billed at the flat fee specified for the task.

Here’s where the thought comes into play. Cashboard automatically marks invoiced tasks with a flat fee completed, so they’re not double billed.

At this point you can either

• Go back into your project and mark the task incomplete – or
• Create a new task with a similar setup, but a different name. Example “My Repetitive Task – Week 2”

Then you can continue on logging time, and rebill.

Make sense?