Current Quotes & Invoices tool is too bare bones for a creative agency with a retainer relationship with clients. It also requires manual creation of each line item in the invoice. Seeking capability for the following functions:
Create invoice based on all items in board
Create invoice based on all items in board with time tracked in a given period (this month, last month, last quarter, user defined custom date range)
Set default billing rate for time tracked
Set custom billing rates for different types of work. E.g., time tracked as a Designer = $50/hour and time tracked as Developer = $75/hour. Custom billing rates could be a column, or tag, not tied to the user because one user could do different types of work or have different billing rates for different clients.
Option to pull in items from other boards (maybe one client is connected to multiple boards, would be helpful to make one invoice for all items for that client, grouped by board).
@mrautomation - Do you think the planned roadmap for Automated Invoice Tracker might handle all of these requirements, for automatic billing through QBO in 2022?
~ Deb Cinkus, PMP Certified monday․com Partner
CEO & Principal Consultant, Polished Geek
I have been using the time tracking columns within Monday.com (which constantly have issues) and then manually recording the hours to a text column which then gets pulled into a word doc template via DocuGen integration with Monday.com. I am also using General Caster to make a lot of this happen too since formulas aren’t supported by DocuGen.
It’s a pain in the butt and there should definitely be native support for this kind of stuff within Monday.com
We’ve been working on something that could help with this. It’s an integration that creates an invoice based on subitems of a deal item.
Also, it allows to accept payments for invoice and track it back to the deal (close the deal, add payment updates, etc.)
I recently put together a video that explains how it works — if you’re interested, you can check it out here: DepositFix for Monday
Let me know if you have any questions or want more details!
Howdy, my team actually created a custom coded solution in this area. It’s a board view that allows you to choose time tracking columns on multiple boards to pull excel reports from where the time is grouped by person/board. Maybe it’ll help some teams out. It’s a private app and just a prototype for now but you can install it with this link. Let me know if you find it useful.
Want to chat live with other monday․com fans & users?