Invoicing – Zistemo Knowledge Base https://zistemo.com/knowledge-base Zistemo is the smartest app for instant time and expense tracking. Boost productivity and save time with zistemo. Tue, 09 Apr 2019 14:44:22 +0000 en-US hourly 1 https://wordpress.org/?v=6.0.2 Currency and Language of Invoice https://zistemo.com/knowledge-base/content/currency-and-language-of-invoice/ Mon, 27 Jul 2015 13:14:53 +0000 https://moneypenny.me/knowledge-base/?post_type=ht_kb&p=329 Currency
Language

Multi-currency invoicing

You can convert invoices into any currency. As a default, the initial currency of your invoice will be the currency of your client (Client  -> Client Details -> Default Settings)
To change the currency click on, create/edit invoice page click on ‘Show More Options’ ➝ choose the currency from the currency dropdown or create new.

Invoice in a foreign language

You can issue invoices in different languages. Currently, zistemo supports next languages – English, German, French, Italy, Czech, Polish, Portuguese, Spanish, Russian, Ukrainian. As a default, the initial language of your invoice will be the same as the language of your client. However, you can change it on create/update invoice page by opening ‘Show More Options’ ➝ choose a language from language drop-down.

It is possible to automatically change the language of an invoice only for zistemo default Invoice Templates. Otherwise, in case you are using one of your manual templates, you will see the following message:

To change the language automatically, you should choose one of the zistemo templates on invoice preview, save it and then change the language on the invoice:

Note: zistemo templates are: Classic Template, Clean Template, Dubai Template, London Template, Paris Template, Sofia Template.
Or, you can create a manually template in your language (Settings -> Stationery Templates, more here) and use it for your invoices.

So, the user can also change the language on the invoice page (or other documents):

if:  the default template is a zistemo Template:

or one of those templates (zistemo Shared Templates) is selected for the client as a Default Template:

In other cases, when the customized template (your own created template) is a default template for the company or the customized template is selected as the default template for the client then we show the language on the invoice page as ‘Customized’ :

It means which language the user uses for the customized template then this language we will show on the invoice (other documents) preview.

 

 

]]> Timesheet Invoicing https://zistemo.com/knowledge-base/content/timesheet-invoicing/ Mon, 14 Nov 2016 12:01:11 +0000 https://moneypenny.me/knowledge-base/?post_type=ht_kb&p=1444 In zistemo, you have two ways of billing your clients based on the times your staff worked for them:
1. You can create an invoice based on the project (this will include all the time your staff spent working on a specific project). More about this type of invoice creation here.
2. Or you can add staff hours to the invoice during the invoice creation step. In order to do so, first, choose the client:

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If this client has projects with unbilled time, you will see a link to attach these hours to the invoice:

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Click the link and choose the time entries that qualify for invoice creation:

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Simplify the process and filter data “By projects” or “By tasks” to make sure you feature only the information that’s suitable.

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As soon as you click “Attach Timesheets”, these time entries will be included in the invoice.

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