Here are the steps and tips for invoicing production and billing schedules.

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Make sure you have created or extended the delivery(s) for your projects to be invoiced.

Several views are possible:

First, from the Deliveries tab of the relevant project, you can check if one of your resources has been assigned to this mission. Assigning a resource to a project allows them to log their timesheets and expenses on it from their intranet.

Indeed, your employee logs time on a delivery throughout its duration, not on the project!

By clicking on the delivery (and not on your resource's name, which would take you to their Resource card), you can check the number of days planned to be invoiced as well as their daily sale rate:

Second, from the Billing tab of your project, check that an order is properly linked.

Then you can check if you have properly linked the delivery(s) to the order (by checking the delivery(s) to link in the "Deliveries/Purchases correlated" section on the purchase order).

Because without an order, no invoicing is possible!

Projects > Project Card > Billing Tab

From the Billing tab of your project, check that an order is properly linked.

By clicking on the purchase order, you can then check the entered billing schedules.

To check the information, go to the billing schedule of the order to ensure that the various schedules have been created at the start of the order.

To check that all projects have been extended AND all your employees have an ongoing mission for the month to be invoiced (fixed-price or time & materials), go to Reporting > Workload Plans

BoondManager offers a range of notifications you can receive by email and view from your dashboard (by clicking your first name at the top left). These notifications will alert you to project ends, certain mission follow-ups, etc.

We invite you to customize the notifications that interest you:

Administrator > My Apps > Notifications > Configure > Projects section

Don't forget to save!

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To ensure all timesheets have been entered and approved, you can use our WExtractPayroll application to quickly check your employees' timesheet collection status.

ExtractPayroll - Overview of timesheet & expense validations / Payroll preparation

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Billing > Monthly

If you want to facilitate the review of discrepancies between your production Turnover and your invoiced Turnover, there is, in addition to WPostProduction, a more detailed view in the Billing module:

Select the period for the current month. You can then check the "remaining to invoice" by looking in the "Invoice" columns (red cross = no invoice issued) and "Delta ET" (negative or zero = remaining to invoice).

You will also have the option to manually create an invoice by clicking the Invoice icon at the end of the row.

Billing > Schedules

In reverse chronological order, you can see the schedules listed by Boond:

Before clicking the invoice icon at the end of the row, we invite you to check the order first to ensure everything is in order (schedule postponements or not).

Then return to the previous billing tab and invoice by clicking the ticket icon.

For fixed-price projects whose schedules and deliveries are planned in advance, you can manage them simply by going to PostProduction (My apps) and following the process as if it were time & materials.