Show Project Custom Fields on Invoice

MoneyPenny helps you organize your projects better by adding any information which is important for you, your staff or business. For this purpose, you can create custom fields (read more here). This information can be further displayed on the invoices generated through the project (how to generate such an invoice? Read […]

Project Dashboard

Project Dashboard is your window (and your fast lane) to project tracking. To access it, click the project name on projects grid (Time&Projects -> Projects): The Dashboard consists of several blocks: – Instant Here you can see information about the project status (more here), project name, project number, project client and contact for this […]

Teams

MoneyPenny allows you to group staff members very quickly, by teams, in Contacts -> Teams: Create your first Team by clicking on the ‘New Team’ button: Enter the Team name, choose the leader of the Team, add team members and save. Note: only members with roles Account Owner or Admin or […]

Staff: Assigned Projects

On the ‘Edit staff’ page you can use the ‘Assigned projects’ tab to assign projects (or unassign) to this specific team member. Just choose one and click on the ‘Move’ button: Or even add all: If the staff member has already logged hours on some project, you will not be […]

Discounts

MoneyPenny allows you to apply different discounts for your invoice/estimate items: – Cash discount (more here) – Fixed discount – % discount per item – % discount for all invoice/estimate total. Fixed discount Fixed discounts can be applied by entering a new item with a negative amount to the invoice […]

Project Statuses

On MoneyPenny, each project has a status. You can see it on the Project dashboard: Projects can have any of the following statuses: 1. Not started – if you just create it and then do nothing with it. 2. In progress – if you or your staff members are working on […]

Attach Expenses to an Invoice

With MoneyPenny, you can easily bill your expenses if they are assigned to a client or/and a project. First, choose the client/project for the expense: Note: Don’t forget to mark the checkbox ‘Expense is billable’ because if it’s unchecked you will not see it on your invoice. Now whenever you […]

Make ‘Paid’ invoices “Unpaid”

You can make your “Paid” invoices “Unpaid” by simply choosing the invoice and click ‘Mark as unpaid’: In this case, the related payment will also be deleted from the Payments list. Moreover, if the invoice had a discount, the linked expense will be erased (more about discounts here). If a […]

Notification system

At the top right menu, you can see a bell icon which indicates any notifications received from MoneyPenny, for instance about new features and improvements or information about unsuccessful email sending. MoneyPenny saves the most recent 50 messages and shows them from newest to oldest. You can mark messages as […]

Your Own Invoice/Estimate Template

How to create my own template? Templates Editor General Settings Template Blocks (Placeholders) – Sender Name – Client Address – Company Logo – Document Info – Intro – Item table settings – Totals – Terms, Notes, Payment Options – Pagination – Footer – Signature – Placeholder How to create my […]

Project Budget Method

The “Project Budget Method” is an optional information about the forecasted project price or forecasted time spent on this project. You can set it on the “Create/Update Project” page by marking the checkbox “Add a Budget to this Project”. There are 4 budget methods available in MoneyPenny: 1. Hours per […]

Project Hours

The “Project Hours” report shows the total hours spent by team members. You can easily find it in Reporting -> Time-Tracking Reports: In the report table, you can see the following: * date – when the time was logged * hours – amount of logged hours * balance – the […]

Logged Hours

‘Logged Hours’ is a brief view of the logged project hours of each team member. In other words, ‘Logged Hours’ is a generalized part report of the ‘Timesheet Details’ report.  In ‘Logged Hours’, you can group the information by team or task: In the each table of this report, if opt […]

Subscription plans

Free Trial You can use your free trial after you have registered. Your free trial is active for 30 days. You can then buy one of our full subscriptions to continue working with MoneyPenny.me. Starter Plan You can use the Starter Plan if you don’t need to invite staff members. […]

Email Confirmation for new accounts

If you register for a new MoneyPenny account, then you should confirm your email. We will send you the confirmation link in the Welcome Email: It’s important to confirm your email, otherwise, you will not be able to invite staff members/clients, send invoices/estimates or upload files to the document space. […]

Vendors

Vendors have their own tab in MoneyPenny. You can save all Vendors information by going to Contacts -> Vendor. Click “Add Vendor” to create a new one: Here you can add all the vendor information you need – Vendor Name, Number, Currency, Language. Use tabs like ‘Vendor contacts’, ‘Address’, ‘Vendor default […]

Grids

Grids are lists of invoices or estimates, expenses, projects, clients etc. For example, if you go to Sales ->Invoices – you will see the Invoices grid: Each table includes columns with the main information: There are helpful buttons such as “Search” and “Show all …” which help you filter information […]

Your MoneyPenny subscription invoices

Buying extra GB of document space Buying additional users Whenever you buy a subscription and then each month, for as long as you remain a MoneyPenny subscriber, we will send you a confirmation email. Attached to this email you’ll also find the MoneyPenny subscription invoice (as a PDF file). If […]

Time-Tracking Reminders

The “Submit for approval” reminder If you enabled the “Approve timesheets” feature (more here),  you can switch on the “Submit for approval” reminder. In this case, you can customize automatic email reminders which will be sent to the members of your staff, reminding them to submit their hours for approval. […]