The advantage to using a 'work completed' or similar account is that I'm
booking revenue in the period in which it was earned. (following the
Matching Principle—think I have that one named correctly) And I don't
have to back-post invoices.
If you want to stick with a spreadsheet, you can also massage that into
an importable format for GnuCash. That way you don't have to enter data
twice, just save the formatted sheet to CSV, and then import. See the
Documentation about the proper format and what fields can be imported.
As for the re-billing question, unless every item on a bill needs to go
to one and only one customer on an invoice, then the answer is 'no'. If
that limitation works for your case, then investigate the 'jobs'
feature. (that label is a misnomer, it is more like 'purchase order')
Again there, you can use a spreadsheet to keep track, and then generate
the invoice data to import back to GnuCash. (and you could maybe export
the invoice data to the spreadsheet, checkoff and assign line-items to
various customers to appear on their invoice, that way you don't have to
enter any data twice)
Regards,
Adrien
On 1/21/22 7:14 AM, Wmsxx wrote:
I like that idea. I often looked for such a functionality where I can
store my incomplete sometimes just missing of an internal number
prevents putting items on an invoice for a month and it needs to wait
for the next month.
At the moment I use an excel sheet where I store the incomplete work.
Ones it is ready to be invoiced I copy it as a position to the invoice.
If such a "storage" for incomplete work were available in GNC and I
could just move a position inside GNC from a stack of incomplete work to
an invoice it would be great.
I also tried importing the positions of the invoice to the invoice
however, for me using the excel sheet is easier.
It would also be desirable if I could copy positions from an incoming
bill to an outgoing invoice, e.g. when I re-sell products. I have not
found any functionality that would allow me such a method. Any ideas?
Walt
-----------
/How many unposted invoices do you have at a time? />/If not many, why
not just leave your unposted invoices open until you post />/them?
/>/Still, it shouldn't be something that you need to do often. /
This would have been my suggestion but you beat me to it.
Another would be to use a 'work completed' account. (I do this for some
customers/projects) This is where I record work as it is done, then when
I am ready to invoice *and post*, I book it against this 'work
completed' account. If there is any balance in that account, it means
there is work not yet invoiced. I still need to figure out a good way to
rapidly identify *which* transactions in the account haven't been invoiced.
The only time I don't use this account is when I'm ready to post when
I'm writing an invoice with little or no delay after the work is completed.
Regards,
Adrien
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