Please enable JavaScript.

Coggle requires JavaScript to display documents.

Budget Walk (Dashboard (If a project is added with hourly payment models…

- - - - Type
    - - Recurring
        
        Estimated hours
        
        Fixed Amount
        
        Recurring Schedule
        
        Added Automatically
      - Hourly
        
        Prompted in Intervals
      - Fixed
        
        Hours
        
        Amount
    - - Charges
      - After completing and submitting project details, the project with client and invoice id and nature would be updated in the invoicing section.
      - Payment Expected date (x+n days)
      - Account
    - - Active
      - Achieved
  - - - Active
      - Achieved
    - - Unpaid
      - Paid
      - Type
        
        Recurring
        
        Normal
      - Overdue
    - - Name/Date/Info
      - P.O/S.O Number
      - Etc.
      - Contacts
  - - - Hourly
        
        Define hourly rates
      - Fixed Rate
        
        Define fixed rate
      - Flexible
      - Service amounts can be updated while adding to the project. The list of modified amounts will be updated in the services menu.
    - - Flexible/Generic service
        
        (These services would be added directly from the invoicing screen)
  - - - Price
      - Quantity
      - Etc.
      - Customer
      - Invoicing
  - - - Status
        
        Paid
        
        Planned
        
        Confirmed
        
        Invoiced
        
        Partial
      - Project Information
      - Client/Customer
      - Type
        
        Recurring
        
        Normal
      - Date
      - Due
        
        Overdue
      - Category
      - Balance amount
- - - - Startup/Product Selling
        
        Investments
      - Agency/Service Providing
        
        Define new services
- - - - Add invoicing detail & expected date of payment
        
        Entry will be automatically updated in the invoices drafts based on the type of service and project & nature of payments in project
        
        The details from invoicing will be used for forecasting in the dashboard and various screens of the app (Customers/ Invoices/ Dashboard etc.)
- - - - (Modify/Update rates)
        
        Record payment
        
        Invoice record will be added
        
        With updated status (Partial/Paid etc.)
        
        (Can achieve invoice)
      - Add payment date