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T1 Billing worksheet UX suggestion


#1

Just a minor suggestion for the T1 billing worksheet relating to the placement of the “Show details of schedule charges on client invoice” checkbox, which seems slightly out of place to me.

This year we kept our billing quite simple for T1s - usually just a couple of lines at most with no set per-form or hourly charges. To do this, we filled in the lines and related fees under the “Per schedule charges”. It would make more sense to me to have the checkbox to break out these details on the invoice under the same heading, because the “Description of service” portion of the worksheet that is currently in between seems unrelated. Ex:


#2

I like it! I’ve logged a suggestion for us to look at. Thanks @rick.s


#3

Great, thanks!