Job Settings > Job Invoice Settings

Sales Price
This causes the value to be based on the sales price of the activity for the personal expense (without tax) when inserting costs into the invoice.

Cost Price
This causes the value to be based on the cost price of the activity for the personal expense (without tax) when inserting costs into the invoice.

Fixed price
This fixes the costs of the invoice for personal expenses according to the value in the “Fixed Unit Price” when inserting costs into the invoice.

Invoicing is not allowed
This causes the value of personal expenses to be 0 when inserting costs into the invoice.

Price to fix to the personal expense. This only applies to the fixed price method.

Mileage entries are based from the time & expense module.

Sales Price
This causes the mileage invoice cost to be based on the client unit sale price and distance travelled when inserting costs into the invoice.

Cost Price
This causes the mileage invoice cost to be based on the client unit cost price and distance travelled when inserting costs into the invoice.

Fixed price
This fixes the costs of the invoice for mileage entries according to the value in the fixed unit price and distance travelled when inserting costs into the invoice.

Invoicing is not allowed
This causes the value of mileage to be 0 when inserting costs into the invoice.

Price to fix the mileage entry expense. This only applies to the fixed price method.

Sales Price
This causes the time entry travel time invoice cost to be based on the sale price and distance travelled when inserting costs into the invoice.

Cost Price
This causes the time entry travel time invoice cost to be based on the cost price and distance travelled when inserting costs into the invoice.

Fixed price
This fixes the costs of the invoice for mileage entries according to the value in the fixed unit price when inserting costs into the invoice.

Invoicing is not allowed
This causes the value of personal expenses to be 0 when inserting costs into the invoice.

Price to fix the time entry travel time expense. This only applies to the fixed price method.

This allows the job to look up the price list as of a certain specified date.

Sample Scenario:
For a Job (Website Building) with a Price List (Standard Rate Card AUD), and the sample activity, dates valid from, and sales price as follows:
Activity Valid From Hours Sales Price
Account Executive 01/01/2020 100
Account Executive 01/01/2024 300

The project manager then decides to fix the look up date for the price list to be based on 2021, and then inputs the date of 01/01/2021 in this field.

This will cause the price list for the activity in this job to be based on the price list as of 01/01/2021, which for the activity of account executive, will then have a rate of 100, instead of the default behaviour of the latest rate of 300.

Free text box for the user to take notes on settings/instructions that they would like to input in this field.