1. Best Practices w/ Q&A Session
Invoicing in Accelo
Best Practices w/ Q&A Session

2. Agenda
Setting up your Service and Material Item Types (aka, your Price List) - Create, Import or Sync
Relationship between Item Types and Ledgers
Using Item Types in Budgets (Quotes, Project Plans, Tickets and Retainers)
Setting up your Invoice Templates
Billing for Projects
Billing for Tickets
Billing for Retainers
Billing Clients in Bulk with the Wizard

3. Setting up your Price List (Material & Service Items)
You always wanted a price list! We call them Material or Service Items, and they're used extensively throughout Accelo
Services and Materials - you can rename to Products, etc
Create them through Accelo directly
Import list from a CSV file (services don't have prices)
Sync them from Xero, Quickbooks or Saasu Inventory/Item list
Each item has a default/selected Account Ledger/Code and Tax Code

4. Item Types, Account Ledgers & Tax Codes
Each Type of Product (Material) or Service is tied back to an Account Ledger. This makes it easy to keep a clean Chart of Accounts and income statement while having lots of products & services to sell.
Each Type of Product (Material) or Service is also tied to a Tax Code. This makes it easy to have domestic vs export items.
Each Type of Product (Material) or Service item in a Quote, Project, Ticket or Retainer budget we will automatically use the right Account Ledger and Tax Code - making it easy for non-accountants to do invoicing.
Printer
VAT
Keyboard
Hardware
License
Software
Consulting
Workshop
Advisory
No Tax
Training
Audit
Analytical
Report

5. Using Item Types in Budgets
Setting out budgets for Quotes, Projects and Templates is critical!
Now a lot easier with an improved interface and hiding the Account Ledger/Code and Tax Code info away.
Each Milestone, Ticket and Task can use a Service Item - optional, but recommended.
Each Material can use a Material Item - also optional but recommended.
Your Budgets - including in Project templates then customize the title, quantity, price, etc, but use the default Ledger & Tax codes and push to accounting system as those items.
Requirements
Discovery Workshop
Development
Consulting
Functional Spec
Technical
Infrastructure Setup
License
Kentico
Training
Training & Support

6. Invoice Templates Invoice Template Rules & Calculations
An Invoice Template is designed to automate creating & sending invoices - but there is a little bit of setup (once off) to allow for the ongoing automation (and delegation).
Invoice Template
Rules & Calculations
Layout & Details (PDF)
Communications

7. Creating Invoices
Bringing it all together, let's see how we create an invoice!
Accounting System (for Invoice ID)
Invoice Details (template choice, custom fields)
Layout & Details (PDF)
Services Items (with itemization)
Publish to PDF
Material Items (not yet billed)
Expenses (not yet billed)
to Client

8. Client Invoicing (aka, Invoicing in Bulk)
The Client Invoicing wizard allows you to invoice clients for lots of different work all in one wizard. It stacks Service, Material and Expense items into invoices.
Search & Filter for work to Invoice
Choose Who and What to Invoice
Customize, Edit and Consolidate
Invoices then Created (and sent)

9. Questions & Answers