.... ALL PROFESSIONAL EXTENSIONS INCLUDED FREE FOR TESTING! Check out our new projectbilling 30-days-trial with the short step-by-step documentation for a fast exploring of the powerful functions of the projectbilling extension. Test it now and also all the other professional extensions and check out our special prices for the add-ons regarding the ongoing XMas-Offer which we expand until February!
It's a long XMas ;-)!
Important: Your credentials to log-in on your trial-installation will be displayed only once on this screen after sending the form. Below the form you have a step-by-step documentation, please follow this documentation to easily see how simple and powerful projectbilling is. Here you'll find the short doc also as a pdf and here you'll find the official projectbilling manual. Your Installation will be instantly ready after a few seconds!
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In your 30 days dedicated projectbilling demo you'll have already prepared 3 different projects which are ready to invoice:
1. Project with a fix offered rate which just started and we have entered a prepayment of 30% which is already in the billing-workflow:
Project: Demo Project 1 (fixed rate)
1.1. Please log in as Elvis Presley (Project Manager), Username: epresley Password: [same Password as your Admin User above]. Go to the 'Billing-Section' in the Menu and click on the Menu Project > Approval. Then you see 3 invoices in the approval workflow for Elvis. Click on the 'Cust - 30% Prepayment for Demo 1 Project [Fixed]' invoice to open the preview. You'll see the calculation for the 30% prepayment for this new project. Approve the calculation by clicking on the 'approve' button. This invoice is now gone from Elvis' workflow.
1.2. Now log in as John Wayne (CEO, Supervisor), Username: jwayne Password: [same Password as your Admin User above]. Go to the 'Billing-Section' in the Menu and click on the Menu Project > Approval. Then you see the one invoice that Elvis just approved. Click it to open and press also the approve button. The approval workflow for this invoice is now complete, so that Marilyn Monroe can print it.
1.3. Now log in as Marilyn Monroe (Accountant), Username: mmonroe Password: [same Password as your Admin User above]. Go to the 'Billing-Section' in the Menu and click on the Menu Project > Billing. Then you see the one invoice that Elvis and John just approved. Click it to open and press the 'Generate Invoice' button. Here you could change the preconfigured data like payment date, address etc. What you have to do at least is to select an invoice-template. This is a fix-rate-project so we choose the 'Billing Template Projects'. Then you can save and download the invoice. Then the automatically generated Open-Office-Invoice will be downloaded and you can open and print it. (Open-Office is the powerful MS Office OS Version (free), read about it and download it here)
You'll also find all the invoices for the projects in the project header downloadable with one click.
2. Project with a fix offered rate which is just done so that the final invoicing can be done:
Get the whole projectbilling documentation! (You'll find it under the tab 3 'Documentation')
Check out all our professional extensions and test it for free in your 30-days-trial!
Important: Of course you can configure all the parameters like hourly rates, activity types, invoice-templates, workflow parameters and so on. Please contact Adrian Zimmermann, firstname.lastname@example.org, if you need Training and/or Support.