We came across a problem today. Basically, we have 2 people who sometimes create invoices. We try and keep it to 1 main person though. Anyway, Person A created an invoice for a project in the middle of the month which included 3 flat fee line items. Subsequently, more time was added to the project, so a new invoice was needed for the same project today. So, Person B went in and created a new invoice. Those 3 flat fee line items that we included in the first invoice were added to the second invoice because they never were checked off as “Invoiced.” So, we had 2 invoices with the same items, and headaches ensued.

So, my question: why are items not automatically checked off as “Invoiced” after they have in fact been invoiced? This seems like an omission to me, not a feature.

I would think it is more important to mark something as invoiced, to avoid duplicate invoicing, than to not mark as invoiced thus allowing a line item to have more cost or time added to it. If more time needs to be added to a line item, wouldn’t it make more sense to make the user create a new task?

That’s what the “completed” checkbox is for.

Some customers invoice repeatedly for the same Flat Fee items, some invoice them just once.

It’s up to you to determine how you work.

Perhaps the “import items” feature on invoices needs a “mark as complete” feature. I’ll take that into consideration since that’s actually a part of the system I’m redesigning at the moment.

I think having a “mark as complete” option during invoice creation would help.