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Time Delay on Invoicing Tickets
Speeding up Cash Flow
Background Tour
Purpose/Background
• Shows:
– How long does it take from the last time entry until:
• Ticket is closed
• Invoice is created
• Invoice is closed & sent to client
• Client pays the invoice
• Can filter on:
TimeFrame Invoiced and/or Not yet invoiced
Ticket Status New vs. “Covered” Revenue
Service Board Agreements/Projects/Other
Notes and Notices
• Invoices are actually created for each Time
Entry. If you wait to invoice your clients until
the ticket is closed, this report is
recommended.
If you invoice clients even if the ticket is still
“open”, see the “Time Delay on Invoicing Time
Entries” report (also found at PLANNING &
ANALYSIS > INVOICES AND BILLING)
Where to Find the Report
PLANNING & ANALYSIS > INVOICES AND BILLING
Overview
Part 1 of 2
Overview
Part 2 of 2
Filters
Click “Refresh”
after changing
parameters
Select date rangeFilter by
Service Board
Include or
Exclude a
select list of
Companies
Show tickets
generating
new cash flow
(or all)
Save settings as Bookmark
or Favorite for one-click
access
Quick access to Favorites
via the “Go To” menu…
Filter by
Ticket Status
Show tickets
invoiced, not
invoiced, or both
Filter by
Agreements,
Projects or
Other
Executive Briefing Service
Other Resources
www.NewHavenTech.com
Support@NewHavenTech.com
www.YouTube.com/NewHavenTech
www.linkedin.com/company/new-haven-technologies-llc
www.FaceBook.com/NewHavenTech
@NewHavenTech
www.SlideShare.net/NewHavenTech
www.ConnectWise.com/Marketplace

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Time delay on invoicing tickets

  • 1. Time Delay on Invoicing Tickets Speeding up Cash Flow Background Tour
  • 2. Purpose/Background • Shows: – How long does it take from the last time entry until: • Ticket is closed • Invoice is created • Invoice is closed & sent to client • Client pays the invoice • Can filter on: TimeFrame Invoiced and/or Not yet invoiced Ticket Status New vs. “Covered” Revenue Service Board Agreements/Projects/Other
  • 3. Notes and Notices • Invoices are actually created for each Time Entry. If you wait to invoice your clients until the ticket is closed, this report is recommended. If you invoice clients even if the ticket is still “open”, see the “Time Delay on Invoicing Time Entries” report (also found at PLANNING & ANALYSIS > INVOICES AND BILLING)
  • 4. Where to Find the Report PLANNING & ANALYSIS > INVOICES AND BILLING
  • 7. Filters Click “Refresh” after changing parameters Select date rangeFilter by Service Board Include or Exclude a select list of Companies Show tickets generating new cash flow (or all) Save settings as Bookmark or Favorite for one-click access Quick access to Favorites via the “Go To” menu… Filter by Ticket Status Show tickets invoiced, not invoiced, or both Filter by Agreements, Projects or Other
  • 8. Executive Briefing Service Other Resources www.NewHavenTech.com Support@NewHavenTech.com www.YouTube.com/NewHavenTech www.linkedin.com/company/new-haven-technologies-llc www.FaceBook.com/NewHavenTech @NewHavenTech www.SlideShare.net/NewHavenTech www.ConnectWise.com/Marketplace