If you’re working under contract for a client and are being paid on a weekly basis, based on an hourly rate, you should record this in Crunch by creating a new invoice.
Navigate to ‘Sales > Invoices’ and then select the ‘New Invoice’ button.
Once you’ve chosen your client, currency type, have specified the invoice date and payment terms, scroll down to the “Invoice Options” section and check the box for “Line item type” for ‘Detailed’.
You can then add your fee for a day’s work as a line item, and adjust the quantity by the number of days, as demonstrated below:
Alternatively, you can add your fee for an hour’s work and add the number of hours you worked that day, as shown below:
Alternatively, you could wait until your client pays you for your work, then create an invoice for the amount received.
Create the invoice as you normally would, using the ‘Simple’ line item type.
Remember to check the box to tell Crunch that ‘Do the amounts already include VAT?’, as shown below:
To avoid any complications with your clients, we recommend getting your hands on a copy of your timesheet for your records.
Sometimes, sending an invoice and a timesheet from a different email address can cause problems for a client: for instance, emailing the invoice from within Crunch and then emailing the invoice from your usual business email account. Instead, we recommend that you download the invoice in Crunch as a PDF, and then email it as an attachment, along with your timesheet, from your business email address.