When you’ve completed the payroll, the equipment and the material expenses for the day, the last step is to generate a day sheet and share it with your client. When you select the ‘Sign Daysheet’ tab, Abio will recognize that you have payroll and/or materials and/or equipment entered for those jobs that haven’t been billed yet. Every time it recognizes this condition, it will prompt you to regenerate the day sheet. Click ‘Yes’ to see that job’s daysheet.
In this case, it’s picked up labour and materials. However, no labour rate has been selected for the job so the timesheets don’t have rates applied. Select a labour rate and identify the work performed:
At this point, you can make any changes necessary. You can also add items manually. When you’re satisfied, click the ‘show report’ button to generate a formatted version of the day sheet:
Next, click the ‘sign daysheet’ to capture signatures:
When you submit the signatures, two things happen:
- the signed copy of the day sheet is stored and made available on the desk top
- an email copy of the day sheet is created. You can send the email to your client. If the client’s email is recorded in Abio, the email will be addressed to that email.
Now this day sheet is ready to be invoiced. That process is covered in the Billing Lesson.