Billing for multiple workers
If you use Billings in a multi-worker environment, you can set up workers and enable labeling slips with workers. Workers are the people for whom you bill time. Generally, a slip corresponds to a task or a series of tasks; a worker corresponds to who actually performed those tasks. The following is the workflow:
- In the Labels pane of Billings preferences, enable labeling slips with workers and add workers. Click here for more information.
- To assign a worker to the slip, open the slip by double-clicking and select a worker.
- To show the worker column when viewing slips, right-click the column header and select Worker.
- Specify a rate for the worker. Click here for more information.
Enter any other information into the slips as needed. When you are done, select the slips you wish to invoice and create an invoice.
Consider you have set up your business in Daylite. You group work by creating projects. All the people working on a project are linked to the project. Each person charges a different rate for the work they do. When it’s time to send an invoice to a client (usually, at the end of the month), the Billings administrator imports data into Billings. Further, the Billings administrator assigns the appropriate rate that has been set for each worker and sends an invoice to the client.
Workflow for a worker
- Enter time in Daylite by creating appointments and tasks.
- Link the appointments and tasks to the same project that was imported into Billings.
Workflow for a Billings administrator
- Client and project don’t exist in Billings
- Add the client from Daylite into Billings.
- Import the project/opportunity from Daylite to Billings. Bring the tasks and appointments
associated with the project/opportunity as estimate or working slips.
Billings creates a new project whose name matches the name of the project/opportunity in Daylite. All tasks/appointments in Daylite are imported as estimate or working slips based on your selection.
- To view the slips from the last import in Billings, choose View > All Slips and select Last Import from the pop-up menu. Note that the owner of a task/appointment in Daylite becomes a worker in Billings and is automatically added to the list of workers. The worker name matches the full name of the user in Daylite.
- Open the slips, enter the appropriate information, and send the invoice.
- Client and project exist in Billings
- In Billings, choose File > Update from Daylite.
- To view the slips from the last import in Billings, choose View > All Slips and select Last Import from the pop-up menu. Note that the owner of a task/appointment in Daylite becomes a worker in Billings and is automatically added to the list of workers. The worker name matches the full name of the user in Daylite.
- Open the slips, enter the appropriate information, and send the invoice.