How do I integrate QuickBooks Online with my Intervals account? Any Administrator or Manager with access to Invoices can integrate QuickBooks by authorizing the connection. The connection can also be initialized any time a new invoice is exported. When viewing an invoice, click the export icon below: Or an Administrator with access to Settings & Defaults can […]
After an invoice has been created it can be edited to change the recipient. When the top half of an invoice is in edit mode a drop down menu will appear that shows any of the contacts that have been added to the client. Invoicing with Intervals allows you to utilize the online billing features […]
The best way to add a discount to a project invoice is to add a negative line item. A project credit can be issued as well but that will not show up on the invoice. Invoices based on actual work performed and free from invoices both have the option to add a line item manually. […]
Intervals does not natively do estimates that a client signs off on at this time. We are contemplating adding estimates but the feature is not on the development plan at this time. One of the challenges we have learned is that people do bids in very different ways. When we used to do primarily web […]
If you are hoping to see the typical 30, 60, 90 days overdue Intervals does not currently display overdue invoices in this fashion. Overdue invoices are shown by how many days they are overdue. To manage overdue invoices online, you can use a pre-set filter by navigating to Invoices >> Overdue Invoices. Additionally, you can filter […]
The invoice template cannot be customized but existing fields can be used. One workaround is to add “Tax Invoice” to the title when creating the invoice. This way, the words will appear on the invoice. It could also be added to the billing or from address, the fine print section, or even putting the text […]
Intervals does not support the ability for clients to pay invoices online at this time. With how Intervals currently works some users place a link to Paypal or their online payment form directly on the invoice. Either on the invoice description or the fine print field.
At this time only Administrators and Managers can create invoices and you can only invoice on a per-project basis. If you have not already done so, make sure you have configured the invoicing options that are located in the Default invoicing section of Settings & Defaults. Those settings get used every time a new invoice is created, so configure […]
The way project invoices are marked as paid/outstanding is a basic calculation that just looks at the total amount to be paid for the invoice vs. any payments. If the amount to be paid is greater than the payments, your account will carry an outstanding invoice. An invoice does not become overdue until it has not been […]
Intervals does not include recurring invoices at this time. The closest functionality is copying an invoice. When viewing an invoice there is a copy option in the left column toward the bottom of the page.