Pulseway Billing issues

[Yosebas84]

Hi guys,

i know a few of us here use pulseway, so i wanted to ask you about an issue i'm having and the pulseway support can't seem to just give me a straight answer..

i bill my customer for 10 hs. of support in advance, so in pulseway i created a contract and just posted and billed them.

the issue is that now every ticket i add to this contract for the posted and billed month will not count the hs spent in the client portal (prepaid summary hs), so they can't see how many hs there are left in the month..

so.. if i bill them in advance they can't see how many hs are left in the month, for them to see how many are left i have to post the tickets but bill the contract at the end of the month.. which i don't want to.. i want to bill them and the beginning of the month..

Do anyone have come across this?

 

[GreyWolf]

https://psa.pulseway.com/help/EN_PulsewayPSAguide.pdf

do a search for prepaid (12 in total) has all the steps in regards to retainers (Never used the program but the manual looks complete for your needs)

 

[Yosebas84]

Thanks Greywolf, just made the discovery of why this was not working, basically because in the admin->finance->Work Type the selected work type was set as "NO BILLABLE"

Just set it as billable and since the bill is already posted and sent, there is no additional cost added, but the spent hs are updated, so the client can see how many hs are left.

i'm feeling really dumb right now hahaha

 

[GreyWolf]

@Yosebas84 Can't know everything but one thing I'm good at is google hacks to get the info I want so it balances out .. glad I was able to help.

P.S: Deleting the pdf name give you the online page of help https://psa.pulseway.com/help