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Recurring projects and bill tasks above budgeted hours

Open KrisLowet opened this issue 4 years ago • 3 comments

What version of Invoice Ninja are you running? ie v4.5 / v5 v4.5

What environment are you running? Git, Ubuntu 20.04

Have you searched existing issues/requests? https://forum.invoiceninja.com/t/recurring-projects-and-bill-tasks-above-budgeted-hours/6065

Screenshots n/a

Additional context It would be great to:

  1. make recurring projects
  2. only invoice the hours that are “over” the budgeted hours

Eg. I have monthly services like ‘server management 2 hours’ which recur each month. I would like to recreate that project each month and that the tasks of the first 2 hours are “free” for the client and time above 2 hours are billed.

KrisLowet avatar Feb 23 '21 07:02 KrisLowet

How would this differ from just creating a recurring invoice? Once the invoice is generated you can still update the invoice to include any extras?

turbo124 avatar Feb 23 '21 21:02 turbo124

When an invoice is created, we are prohibited to change it. A sent invoice may never be altered.

This feature would come it handy to handle service subscriptions with include fixed working hours. Here it is quite common to sell service packages which contains x-hours of service per month and invoice the extra hours worked.

In my example of server management: a client has a monthly subscription what includes 2 hours of management per month. I add all the quarters and half hours worked as tasks. These tasks would be part of a monthly recurring project. The tasks that succeed the budgeted hours of that month, will be invoiced.

So my client does have a view on the tasks performed, what time that took, what time is left and what eventually will be billed as overtime.

KrisLowet avatar Feb 27 '21 06:02 KrisLowet

Hi, is there any plan to work on this feature?

piyushpaliwal avatar Mar 29 '24 05:03 piyushpaliwal