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TOPIC: Time input

Time input 16 years 3 days ago #1849

  • jdvr
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Question: I need a billing system that works with CB, clearly this does, but I want admins to log into the front end, and enter time for services. IE the client would pay a retainer for work to be performed, as tasks are complete the admin would login, select from a list of clients, then select from a list of \"files or matters\"from a CRM, enter their time (and their rates would be set in the back by a super admin). Once a month the invoices are populated automatically, a charge goes to a credit card on file, a copy of the invoice goes into CB or as a document into a task CRM, and a copy is emailed. if they had a balance on the retainer, it would simply show a debit with credit left. Finally, the entire database should be exportable to quickbooks.

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Time input 15 years 11 months ago #1940

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Can anyone tell me if this script will do this?

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Time input 15 years 11 months ago #1945

  • dthadmin
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Nope. The current system requires admin to manually create an invoice. You have a lot of specific needs that would be a significant custom project.

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Time input 15 years 11 months ago #1949

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Can you all do this for 1.5x?

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