Charging Items on an Invoice

Article Contents

1. Introduction
2. Why is Invoicing Different in Hiro?
3. Customising How Line Item Amounts Are Displayed on the PDF
4. Key Takeaways

Introduction

If you're new to our platform and have experience with accounting tools like Xero or Myob, you might notice that invoicing in Hiro offers a different approach. Unlike traditional platforms that may focus solely on numbers, Hiro provides a more nuanced view by offering detailed insights into every aspect of a project, including its components or "subtasks".

In Hiro, a “subtask” is a segment of work within a project. It helps break down projects into manageable pieces, enabling you to track costs and invoice for specific elements effectively. This approach aligns your billing with the actual work completed, offering a richer and more flexible invoicing experience.

For more information on how subtasks work in Hiro, click here.

Why is Invoicing Different in Hiro?

Traditional accounting platforms often handle invoicing by billing directly for selected items, without much context. Hiro, on the other hand, provides enhanced flexibility by enabling you to invoice based on various project components and performance information.

This means you can bill for different elements based on their value, rather than strictly adhering to timesheet totals.

Example: Billing for a Subtask

Let’s say you’ve agreed to a fixed fee with a client, with a total budget of $14,000 for a subtask, and you haven’t claimed anything yet. You’ve accrued $1,870 worth of timesheets for the subtask, but for this period, you’d like to make a progress claim of $2,500. In Hiro, you can do this by entering $2,500 in the Amount box.

In the screenshot below, you can see how this is reflected in Hiro. The Amount box allows you to input the amount you want to charge ($2,500), even if it doesn’t match the timesheet totals in the Time & Costs column ($1,870).

This flexibility helps you align the billing with your financial needs and client agreements.

Customising How Line Item Amounts Are Displayed on the PDF

The PDF Line Amounts feature provides additional control over how amounts are displayed on your invoice PDFs. You can:

• Display all line amounts
  Shows the amounts for each subtask and any non-work schedule line items.

• Group amounts per-task
  Consolidates amounts from all subtasks under their respective tasks. Only the amounts are grouped under the task heading—subtask descriptions, including any customisations, remain visible.

• Group amounts per-phase
  Consolidates amounts from all tasks and subtasks under their respective phase. Only the amounts are grouped—task and subtask descriptions, including customisations, remain visible.

• Hide all line amounts, show only invoice total
  Hides all currency amounts for subtasks and non-work schedule line items, showing only the descriptions of each line item. Phase or task headings will only be shown if the PDF Headings setting is enabled (using either of the two options that show headings). Otherwise, no headings are shown, and only the line descriptions are displayed.

For more detailed information on how to use the PDF Line Amounts feature and its interactions with other settings, please refer to our Customising Your Invoice PDFs article.

Key Takeaways

Hiro’s invoicing system is built to offer project managers deeper insights and greater control over billing. If you're transitioning from other platforms, you might find our approach a bit different, but it brings several benefits:

• Charge for project components independently of timesheet accruals.
• Track and invoice project components without cluttering client-facing invoices.
• Customise how much detail is shown on PDF invoices with the PDF Line Amounts feature.

If you ever need help or feel stuck, feel free to reach out, and we’re happy to walk you through the process.