Timed and Flat Rate Services on Quotes and Invoices
I see that when constructing a new quote, and using the "add a manual line item" we can select Flat Rate Services. But, we cannot select Times Services. It would be helpful if we could select from our list of Timed Services as well. If we've gone to the time and trouble to set up both timed services and flat rate services, it stands to reason we should be able to further benefit from that streamlined and time-saving feature by being able to select either timed or flat rate services to apply into both quotes and invoices.
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Comments1
Lisa Graham
Jan 15, 2025
I actually came to the Request A Feature site to request this and found that I already did - 9 months ago. I upvoted for this! It’s ESSENTIAL. I don't understand why the rationale for adding Flat Rate Services to a quote wouldn't also be the rationale for being able to also add timed services to a quote.
I estimate my number of hours needed for any service - hourly or flat rate - when preparing an initial quote for designer services. I track my time on each particular service - timed or flat rate. If I go over/under what I estimated, it can be at my sole discretion as to whether or not I adjust that on the invoice(s) to my client.