Time Credits

Add new credit

Edit a credit

Delete a credit

 

From this first tab, you can search, add, edit or delete credits for a client.

 

Add new credit

• Select the client from the pull down menu and click Display.

• Click on the Display button

• Click on the +New button under the Time Credits banner

• Select the project from the drop down under the Client/Project header

• • You can filter the results by selecting Project or Project Type from the top and clicking on Display again.

• Type in the date (or select a date from the calendar)

• Add in the hours, cost, reference # (invoice or quote number) and description (initial time purchase, additional web work, network install project, etc.)  

• Click on the Save icon to keep the information or the Cancel icon to discard.

 

Edit a credit

• Select the client from the pull down menu and click Display

• Select the project for the client

• Click the pencil icon to the right of the line item. You will be able to make changes to the Date, Hours, Cost, Ref #, and Description.

• Click on the Save icon to keep the information or the Cancel icon to discard.

 

 

Delete a credit

• Select the client from the pull down menu and click Display

• Select the project for the client

• Click the red x to the right of the line item. You will get the following warning:

 

 

• Click on OK to delete the credit, or Cancel to go back to the page.

 

PLEASE NOTE: The delete button is not available for the initial time purchase added within a project.