Preconditions
- Existing job with time tracking entries that haven’t been billed yet
Steps
- Browse an existing job, area or client (depending on which level you want to define the automatically recurring expenditure for) and click “Agency invoices“
- Click “Settings“ in the top menu (underneath the main navigation)
- Click the tab “General settings“
- In the list of settings, make sure that “View entered but not yet billed activities in billing list“ has been enabled and save your changes
- Go to “Finances“ > “Billing list“ and choose the relevant date from the drop-down
- The relevant open amounts for this job are being displayed in the column “Open services“