Varying dates for retainers and hour tracking
under review
H
Haylee Fidler
It would be nice to be able to have a retainer run a monthly time but start on a date other than the first and track hours accordingly. For example, a client may choose a 30 hour/month retainer package but it starts the 20th of each month - the hours would track from the 20th to the 19th of following month when showing how many used for that month. This would be as seen on overview, not the billing piece.
Geoff Mina
under review
Geoff Mina
closed
Feature exists. Recurring projects can have start dates that are not the 1st of the month.
H
Haylee Fidler
Geoff Mina correct - but hours tracked for the month still seems to go off the 1st.
Geoff Mina
Haylee Fidlerthe retainer hours will align (on the invoice) for the retainer period.
There are probably some little time tracking widgets in the app that are just calendar month, but the billing system will work correctly.
H
Haylee Fidler
Geoff Mina ah thank you. my original request was for when viewing on dashboard - I have recurring billing set up and working fine. Looking for better alignment on overall view. Currently is shows time worked by client from the 1st instead of the true month window per their plans :(
Geoff Mina
Haylee Fidler: gotcha! Sorry - I missed that part.
Kayla Walters
This is already possible. You can choose any start date for the project when you create it in the client's dashboard. Then when you create your recurring invoice, you'll set the date for the first invoice (can be whatever date you need) and then future invoices will be sent out each month on that day of the month.
N
Nikki Jones
Kayla Walters This is great to know! I haven't messed with recurring invoices. I'm thinking I can here soon. Especially with this in mind!