Entering your Business Information into ChronoBeans Time Tracking Invoice Program Adding address and contact info for your invoices When you install ChronoBeans, the install wizard has you add basic information about your business. See graphic below: The information added in the install wizard will show up on the ‘My Business Information’ screen below. Before creating…
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…
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…
Editing a Time Entry You can make changes to Time Entries any time before finalizing your invoice and log. Time Entries are conveniently located in the ChronoBeans Admin screen (see below). How to Change a Time Entry: On the ChronoBeans Admin screen, select the client on the left side of the screen. You will then see a…
Reassigning a Time Entry to a different project is easily accomplished. If a time entry has been saved and you realize that it was recorded against the wrong project, you may easily reassign the time to the correct project. Note: time may only be reassigned to projects for the same client, not to a different…
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…
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…
Applying a client payment is simple 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 you can right click on the client and select Apply Payment from the pop up menu or go to the top navigation…
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 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…