Re: [SL] How do projects work, please?

[Mark B. <ma...@ga...>]

On Tue, Nov 21, 2006 at 05:36:49PM +0000, Stroller wrote:
> Hi there,
> 
> I have a number of customers I bill periodically - they call me on a  
> casual basis, ask me to do some work for them (which may only  
> constitute 15 minutes or an hour) and I make a note of the visit in  
> my diary, billing them every month or two, when they've built up a  
> debt worth billing for.
> 
> It was my understanding that SL's "projects" facility could do this  
> "diarying" for me - I expected to be able to open a project for Foo  
> Co., call it "Fourth Quarter 2006" and just enter line items by part  
> number & quantity into the project. Item notes would also be  
> immensely useful, so I could say for instance: "Delivery date:  
> 21/11/2006. Part: LAB001. Description: Labour, 1 hour. Qty: 2. Notes:  
> replacing roof tiles & guttering following storm." When I get around  
> to invoicing 10 hours of work at the end of the month or quarter I  
> expected to be able to just dump all these items into an AR > Sales  
> Invoice.

Use timecards.

then generate sales order from open timecards (sounds like you
want with detail).

then generate invoice from sales order.

m