How long does it take from the time you finish the work until you close the ticket, generate the invoice, send the client the invoice, and actually get paid?
Home Furnishings Ecommerce Platform Short Pitch 2024
Ā
Time delay on invoicing tickets
1. Time Delay on Invoicing Tickets
Speeding up Cash Flow
Background Tour
2. Purpose/Background
ā¢ Shows:
ā How long does it take from the last time entry until:
ā¢ Ticket is closed
ā¢ Invoice is created
ā¢ Invoice is closed & sent to client
ā¢ Client pays the invoice
ā¢ Can filter on:
TimeFrame Invoiced and/or Not yet invoiced
Ticket Status New vs. āCoveredā Revenue
Service Board Agreements/Projects/Other
3. Notes and Notices
ā¢ 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
āopenā, see the āTime Delay on Invoicing Time
Entriesā report (also found at PLANNING &
ANALYSIS > INVOICES AND BILLING)
4. Where to Find the Report
PLANNING & ANALYSIS > INVOICES AND BILLING
7. Filters
Click āRefreshā
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 āGo Toā menuā¦
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