Money found
Finished work with no invoice, and hours and parts left off an invoice, with a button to bill each.
Money found is a widget on Home. It looks through your finished jobs, their time and parts, your invoices and your projects, and lists the work that has not been billed, biggest first. Each item says why it is listed and roughly what it is worth at your prices.
What it looks for
| It lists | When |
|---|---|
| Finished, no invoice | A job is completed, approved or closed and has no invoice. A job quoted at a fixed price is valued at its quote; the rest at their hours and parts |
| Partly invoiced | A job quoted at a fixed price whose invoices so far, such as a deposit, add up to less than the quote |
| Hours not invoiced | More hours are logged on a job than are on its invoices, by a quarter of an hour or more |
| Parts not charged | Parts used on a job that are not on any of its invoices |
| Time on a cancelled job | Hours logged on a job that was cancelled or rejected and not billed |
| Invoice not sent | A draft invoice that has not been sent or changed for a while |
| Work since the last claim | Hours logged on a project's jobs since the period your last progress claim covered |
| Variation not claimed | An approved variation whose work is finished and has not been claimed in full |
A finished job is given 2 days to be invoiced before it is listed. The owner can change that under Settings, Business, Money found.
Some things are left out on purpose:
- Hours and parts on a job quoted at a fixed price. The quote is the price.
- An invoice written as one amount, such as "Electrical work as agreed", with no hours or parts on it to compare.
- Jobs on a project, which are billed through its progress claims.
- Repeating visits for a customer you bill with a recurring invoice.
- A part of an invoice you took back with a credit note. That was your decision. An invoice credited in full counts as no invoice.
- Work finished more than six months ago.
The figures are estimates: hours at your hourly labour rate, and parts at the price on the job or on your price list. Work since the last claim has no figure, because a claim is your progress against the contract, not hours at a rate.
Bill it
Each item has a button:
- Create the invoice makes a draft invoice for the job from its time and parts, or from its quote.
- Add to INV-0012 adds the hours or parts left off to the job's draft invoice.
- Invoice the rest makes a new draft invoice for what was left off, when the job's invoice has already gone.
- Attach to a job moves time on a cancelled job to the job it was for. Bill the visit invoices it instead.
Everything it makes is a draft. Open it, check it and send it as usual. Nothing goes to a customer by itself.
Dismiss what is right as it is
If an item is not money owed, such as warranty work or a job you agreed to do for nothing, press Dismiss and choose why. It stays out of Money found from then on. Press dismissed at the bottom of the widget to see what was dismissed, by whom and why, and Bring back to list one again.
Ask the assistant
Ask "What haven't I billed?" and the assistant lists the same items with links to each. Ask it to "bill the unbilled work" and it shows a card with each item ticked. Untick any you want to leave, and nothing is made until you press Confirm.
A note on Monday
Owners can be told about money found every Monday morning, in the app, by email or on their phone. It is off until you turn it on: choose Money found, weekly in Your notifications.
Who sees it
Owners and the office see Money found and can bill and dismiss items. Workers never see it.