All of my recurring invoices send on the 1st of the month. I have multiple billing structures in place: some are block hours, some are strictly hourly, some have static monthly charges. Everything is managed by recurring invoices in Syncro.
I would like to be able to give myself a mid-month snapshot of how much billing I have accrued month-to-date. This would take into account all of the recurring invoices’ line items and how they relate to charged time (especially for clients who purchase block hours, determining if threshold is or isn’t met).
I suppose I could write a custom script using the API, which I have done before when my billing structure was simpler, but it seems unnecessary to have to calculate it externally when Syncro itself does the calculation when it runs the recurring invoice. I just want to calculate the total without running the invoice yet.
It also seems like this is too common of a need to not have a built in solution, so I want to make sure I’m not missing something.
Simply put, I’d like to be able to answer the question “If all recurring invoices ran right now, what would the total be?”
Even better would be the ability to filter out ticket line items that are not time-based, since this would be for hardware that would be directly reimbursed, and does not pertain to the income I’m trying to track.
Thanks for any info or help you may have.