No matter how your pricing structure is set up, you can manage it in Moxie. A few common pricing structures are outlined below.
Summary v. detailed invoice
If you are tracking your time to bill hourly, you can opt to show your client details or a summary. Set this up in your invoice templates. Start at workspace settings > templates > invoices.
Add the line item widget to your invoice and click on it to edit. Use the toggle to enable or disable detailed time entries.
Summary (disabled detailed time entries)
In summary, you can choose to show just the total amount of time (under quantity).
In detailed, you show the total amount of time (under quantity), time entries date, task and notes taken during the time entry.
You can also manage this in your workspace settings in the lower left corner then click preferences > invoices. You will have the option to show a summary or detailed version of your invoices. This affects all invoices on your account.
You can round up to the nearest 15 minutes or another round number of your choosing. This is set at the client level and applies to all projects with this client. Click the client and then edit on the overview screen. Then choose the "invoicing & payment settings" tab and select your desired billing increment.
Default hourly rate
You can set a default hourly rate for each client by clicking on the client's name and choosing edit in the overview screen. You can also set an hourly rate per project (this will override your default rate for the client). Click the project and select edit in the overview to set up your hourly rate. All hours tracked using the time tracker and associated with this project or manually added and associated with this project will be billed at this rate.
You can track time to a specific task as well by selecting it from the time tracker dropdown when you are tracking time.
You can manually add time to a task by clicking the task details and clicking the + button next to time worked.
Add time manually to a certain projects or task by clicking timesheets > time entry. Click the + to add a new time entry or click any entry to edit it. Add the project and task details.
When you create your invoice (detailed or summary), you will have the option to show your summary of hours grouped by day, week, month, or total. This is configured in your invoice when you choose "Add tracked hours or billable projects." This affects only this invoice.
How to invoice your hourly rate:
1) Add time
Track your time using the time tracker or manually add time in timesheets. Label your time to the project and/or task that you are working on to give your clients full transparency on your work and allow yourself to evaluate each project and task and the time it took to complete.
2) Add tracked hours to your invoice
Create a new invoice and choose "add tracked hours or billable projects." Add hourly, retainer, fixed rate, and ad hoc items to your invoice as necessary.
Create your client and add your first project. From the project overview, click edit and choose "Fixed price" from the project fee type dropdown. Set the fixed rate you will charge in the amount box.
Optionally add tasks to your project. This will not affect the flat fee you set up.
How to invoice your fixed rate
As soon as your project is created, it will be available to add to an invoice. Click "Add tracked hours or billable projects." You can choose to invoice all or part of the project. If you invoice for just part of the project, on your next invoice, you will see what has been previously invoiced and which invoice.
If you like to bill for your projects only once everything is completed, you can opt to hide unfinished projects on your invoices. When you click "Add tracked hours or billable projects," you will see a check box to "Hide un-finished projects." This works with project management when you have tasks associated with your project. If you have tasks that are not in your completed column, that project will be hidden from availability in your invoicing.
Create a client and a project. Click edit on the project overview screen and choose "Recurring" from the dropdown under project fee type. You'll choose the retainer amount and period. Choose whether you want to be paid at the beginning of your retainer period or at the end. Set when the retainer starts.
You can also choose to set up a maximum hour estimate. If you set this and then track your time to this project and your time goes over your maximum estimate, Moxie will track any overage and charge it at the hourly overage rate that you set.
How to invoice your retainer
Create a new invoice and choose "Add tracked hours or billable projects." You'll see any unbilled retainers available. Check any that you wish to bill for.
You can also set up a recurring invoice that will create automatically per your preferred invoice timing. You can choose to send it automatically or to receive a notification when it is ready to approve and send.
If you have a project with tasks that have several different fee structures, you can use per item pricing.
Create a client and project and choose "Per item" from the fee structure. Then create tasks for this project. In the task details, you'll see "Select product/service" next to fees. Click to set up the appropriate product or service and it's pricing.
Click to add the product or service pricing structure or create a new product or service. Add a name for your product or service, unit label (or opt to bill this task by hour), and the amount you'll charge per unit. Use this for a discovery strategy session by setting your fee and then charging 1 unit or for a blog by setting your fee per word and adding in your word count after your article is finished.
Each of these products/services will be saved for future use. Delete or edit any product or service from your library using the pencil or trash icon. Manage these in your workspace settings under "Product & service library."
Pro tip: Add an item from your product/service library to a project directly from your invoice. Hover over the item and choose "add to project."
How to invoice your per item fee
Create an invoice and click "Add tracked hours or billable projects." You'll see any available items from your per item project.
Only tasks that have been moved to the completed column or to the right of it in your kanban will appear as billable.