On Mon, 12 May 2008 20:32:32 -0700, James D. Ivey wrote:
My business is in professional services. I track my time in time
cards. I would like my invoices to include individual entries for
services provide on each day.
Use a project, at least at the per-customer level.
Use Timecards | Generate Sales Order (detail).
Go to Order Entry | Sales Orders | Reports | Sales Orders (open). ... Once you convert a Sales Order to a Sales Invoice, the only
available option is to Post.
On the Sales Order, your time card notes won't display next to the line
item. Either customize the Sales Invoice templates to display those
additional fields, or cut-and-paste details into the printable notes field.
Hope that helps.
Great! That works really well for me! "Sales Order" doesn't really
sound right in a services business (at least not mine), but its
functionality fits the bill perfectly.