Client Invoice Options

ChronoBeans allows you to set client-specific invoice options or use default invoice and log settings.

Your default invoice/log settings will show up automatically for each client. If you have not set default Invoice/Log settings, go to Client Administration/Admin/Configure/Application Controls.

Setting client-specific invoice and log settings is easy.

In the ChronoBeans Administration screen, select ‘Client’ and you will see the menu options below.

ChronoBeans Client Menu options

ChronoBeans Client Menu options

When you choose Add New Client or Edit Client the ‘Client Maintenance’ screen appears:

ChronoBeans Client Maintenance Screen

ChronoBeans Client Maintenance Screen

  • Locate Invoice/Log Settings. Your default invoice/log settings will show up automatically in this area. You may ‘Override’ your default Invoice/Log Settings by clicking the Invoice/Log Settings ‘Override’ button. A screen will appear where you can change how your invoice is grouped and summed. You can also change how your log is grouped for this client only.

    ChronoBeans Invoice Log Settings Override

    ChronoBeans Invoice Log Settings Override

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