Create a work performance

A work performance records the work done for a customer and its associated costs. The wizard has four steps. The entry is saved with Create work performance at the end; this does not yet send an invoice. You need access to the administration and an active Billnado licence.

Step 1: Time tracking

Field or setting	Meaning
Enter the worked time	Lets you enter the total worked duration yourself. You record the performance date and net duration.
Calculate time based on a start and end time	Calculates worked time from start and end timestamps, minus the break.

Your choice determines which time fields appear in the next step.

Step 2: Entry

Field or setting	Meaning
Client	The customer or contact for whom the work was performed.
Description of the service	Describes the work performed. The description can later be copied to the invoice.
Start and End	Record the start and end times when calculating from timestamps.
Date	The performance date when entering the worked duration manually.
Worked time	The net performance duration. When calculated from timestamps, this duration is calculated and the field cannot be edited directly.
Pause	The break during the entry. When calculated from timestamps, it is deducted from the elapsed time.
Service	The type of work you record.
Price	The hourly rate for the main performance.
Total time cost	The amount for the main performance’s worked time at the selected rate. Extras and coworkers are recorded separately.

When calculating from timestamps, the end must be after the start and the break cannot exceed the entry’s duration. With manual input, enter the net Worked time yourself; the separately recorded break is not deducted from it again.

Check the proposed rate. User settings and customer agreements may determine its initial value.

Trade name information

Field or setting	Meaning
Trade name	Determines the commercial identity under which you record the work. This also matters when invoicing performances together.
User	The coworker to whom you assign the performance.

Step 3: Extras and coworkers

Extras

Field or setting	Meaning
Article	The materials used or another additional cost. Choose an article or enter a free description.
Quantity	The quantity recorded as an extra. Use a positive quantity.
Unit price	The extra’s unit price. Use a price of zero or above.
Price	The calculated amount for the quantity and unit price.
Unit	Clarifies the quantity, for example pieces. This field is under Extra fields.
Comment	A note about the extra, available under Extra fields.

Add extra adds another line. Delete removes an extra from the entry.

Coworkers

Field or setting	Meaning
Colleague	The additional coworker who contributed to the performance.
Service	The type of work this coworker performed.
Price	The hourly rate for this coworker.

Add colleague adds another entry; Delete removes it. Coworkers use the same worked duration as the main performance. Record a different working duration as a separate performance.

Step 4: Additional details

Field or setting	Meaning
Tags	Group performances with recognisable keywords. Create separate tags and do not use a comma within a single tag.
Project	Links the work to a customer project.
Internal comment	Stores information for your own follow-up.

Travel

Field or setting	Meaning
Date	The date on which you made the trip.
Trade name	The trade name under which you record the trip.
Client	The customer for whom you made the trip.
Departure address	The departure location, with street name, house number, postcode and city.
Destination address	The destination, with street name, house number, postcode and city.
Distance	The distance travelled in kilometres.

Add travel records a trip. You can include multiple trips and remove unnecessary ones.

Create the work performance

Choose Create work performance to save the entry with time, extras, coworkers and trips. The performance becomes available for further follow-up and invoicing; creation does not itself send an invoice.

Related documentation

• Track work performances
• Manage a work performance