Step by step
- Go to Finance › Contract billing.
- Press Freelance CSV at the top right. The Freelance work per client (CSV) panel opens.
- Choose the Month and press Download CSV. The file is named freelance-jobs-(month).csv.
What is in it
Freelance jobs completed, reviewed or invoiced in that month (in your firm's time zone), sorted by client.
Columns: Client, Client ref, Job #, Completed, Customer, Postcode, Fault, Engineer, Call-out, Labour h, Labour, Travel h, Travel, Miles, Mileage, Parts, Total ex VAT, Status.
Tips
- Many dealers want this list with the invoice. Attach it to the monthly invoice you send them.
Questions
My own customers' jobs are missing.
This export is for freelance (external) jobs only. Invoice your own customers' jobs from Finance › Invoices.
Works together with
- Contract billingEach period: calculate a run for the dates, fix flagged lines, finalise, then create the invoices. The same dates can never be billed twice.
- Create an invoice from finished jobsTick finished jobs for the same payer and create one draft invoice with their call-out, labour, travel, mileage and parts.
- The job pageEverything about one job in one place: customer and machine, fault and work done, time, parts, readings, files, history, dispatch, charges, job sheet and the buttons to close, send back, reopen or invoice.