How long does it take to finish the work, create the invoice, send the client the invoice, and finally get paid?

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

5. Overview
Part 1 of 2

6. Overview
Part 2 of 2

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
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