There are 3 objects in which the billing rate can be added. The billing rate can be added to the Account, User or Project level. You should decide from which object the rate should be considered for billing and add it to the text value in the invoice-header-summarize-by string in the TimeTracker Flags,
Details on how each object works for summarizing the invoice
Account-Project
- If the flag is set to "Account-Project," and multiple users are working on the same project, then separate invoices are generated for each user based on their contributions to that project.
- For example: if three users have worked on the same project, there would be three invoices, each reflecting the work done by one of the users.
- This approach allows for more granular invoicing, where each user's contributions to the project are tracked and billed separately. It can be useful in scenarios where you need to accurately account for the efforts of each user or where billing rates or terms may vary among users working on the same project.
Account-User
- If the flag is set to "Account-Project", and multiple users work on different projects under the same account. A single invoice is generated for the entire account, consolidating the Time and Task (TT) details related to all the users and their respective projects.
- This approach allows for a consolidated billing method, where all the work done by different users on various projects within the same account is combined into a single invoice. This can be beneficial for clients who prefer to receive one invoice for all the services provided under their account, simplifying the billing process and reducing paperwork.
Account-Project-User
- If the flag is set to "Account-Project-User," it means that invoices are generated with a granular approach, considering the account, individual users, and the specific projects they have worked on. Here's how it works:
- Account: The invoice is generated at the account level, meaning it consolidates all the work done by multiple users across various projects under the same account.
- User: Within the invoice, there will be separate sections or line items for each individual user, indicating the work they have done.
- Project: For each user, the invoice will further break down the work by project, showing the specific tasks or time entries related to each project.
- This approach provides detailed billing information, allowing clients to see the contributions of each user on different projects within their accounts. It's a comprehensive way to invoice clients when you want to provide a clear breakdown of work at the account, user, and project levels.