bsutton / handyman

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Implement Invoicing for Xero #3

Open bsutton opened 1 week ago

bsutton commented 1 week ago

We need to implement fixed price and T&M invoicing.

T&M is the priority.

The billing model is selected at the Job but can be overridden on individual Tasks to allow mixed billing.

Invoice Layout

The invoice should be grouped by Task using the Invoice Line Group table.

Within each group we have the Task Name then a line item per day that work was done for that task. The we have any chargeable materials associated with the task.

When an invoice is generated time_entry entities and checklist items are associated with the invoice line item they are billed against.

Progressive billing of T&M

With progressive billing we collect all time entries and checklist that are marked as complete. We need to give the user a chance to exclude some tasks and some materials before generating the invoice.

Final billing of T&M.

This should gather up all tasks and checklist items into the final invoice. Again the user should be able to select tasks/items not to bill.

Perhaps its easier if we let them edit the invoice after it is generated - as we need that edit screen anyway. We would need the ability to delete a invoiceline group if the last invoice line for the group was removed.

We need some way of indicating to a user that a Job has not been fully billed - may be a dollar icon on the Job card?

bsutton commented 2 days ago

Under way. We can now create a local and xero invoice as well as deleting both. Currently working on requesting that xero send the invoice to the customer as an email.