Project Setup & Maintenance

Projects allow you to organize and track billing categories for your clients. Projects will be shown on your invoice so consider how you or your client would like to see billing categories. You can set up projects two ways in ChronoBeans Adding a New Project: Projects are client-specific so you will need to first identify the…

Project Rate Options

Setting rate options for  projects The billing rate may be changed for an existing project or for a new project. For detailed information about setting up a new project see: project set-up & maintenance. Setting Rate options for projects When you open the ‘New Project’ or ‘Edit Project’ window from the ChronoBeans Aministration/client menu, the…

Expense Items & Fees

Adding Expense Items and Fees Expenses, Fees and Other Invoice Items are added at the client level using the Invoice Item Maintenance screen. There are (2) two ways to get to the Invoice Item Maintenance screen from ChronoBeans Administration screen Using the expandable client list in the left side of the screen, right click on…

Creating Invoices & Activity Logs

ChronoBeans makes invoicing easy! One button creates your invoice and log Go to the ChronoBeans Administration screen and select the desired client from the list on the left side of the screen. Once the client is selected you can right click on the client and select Create Invoice from the pop up menu or go…

Reversing an Invoice

Reversing an invoice can be easily accomplished with ChronoBeans Time Tracking Invoice Software Go to the ChronoBeans Administration screen and select the desired client from the list on the left side of the screen. Once the client is selected go to the top navigation bar and select Admin/Utilities/Reverse Invoice. The ChronoBeans Invoice Reverse screen will appear. ChronoBeans…

Reversing a Payment

Reversing a client payment is easily done with ChronoBeans Go to the ChronoBeans Administration screen and select the desired client from the list on the left side of the screen. Once the client is selected go to the top navigation bar and select Admin/Utilities/Reverse Payment. The ChronoBeans Payment Reverse screen will appear. ChronoBeans Payment Reverse Screen Select the…