Configuring Invoice Export Follow

With SpringAhead, you have the option to bring invoices directly into your accounting software, with or without timecard information. Using this article, you will:

• Become familiar with the different settings
• Configure your invoice export  

Reviewing the Options

• Log in as an administrator.
• Click on Settings, then click on My Company.
• Scroll down to the Invoicing section. 

Here is an overview of what the above settings mean:

• No Invoicing
  • Checking box makes all time non-billable.
• Export Timecards with Invoices
  • Check this box if you are exporting timecards to a 3^rd party payroll provider, but still would like to have the timecards in your accounting software.
• Export Invoices
  • Tells SpringAhead to bring invoices into your accounting system.
• Include Time Descriptions on Invoices
  • Tells SpringAhead to send notes from the timecard to the description field on the invoice.
• Account Software
  • This is the accounting system that you use for invoicing.
• Invoice Cycle
  • The invoice cycle is the most common frequency in which you invoice your clients. This can be changed on a project by project basis.
• Invoice Date
  • This is the date that appears on your invoice.
    • If set to today, the date will be the day you export.
    • If set to custom, SpringAhead will ask you for a date each time you export.
• Invoice Description
  • SpringAhead has a lot of control over what populates in the invoice description.
  • The default invoice description is %Name% - %Dates%
  • See Customizing Invoice Descriptions
• Use Item Description on Invoices
  • Checking this box overrides the default invoice description above and uses the item descriptions in your accounting system.

Reviewing a Sample Setup

This is an example of the most common setup for bringing invoices into QuickBooks.