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When you are ready to bill a client, you can create an invoice to send to them.
When you've finished creating the invoice, you can generate a preview of it, send it to the client, and update the status of the invoice according to your company policies. Or, you can keep the invoice open and add more items later.
To create an invoice:
Your changes will be saved automatically.
You can add billable items such as timesheet entries, expenses, or fixed bid items. To do this:
The select line items dialog displays.
For example, you may wish to sort time line items by timesheet period.
Click the Generate Line Items button to apply any new summary options you've selected.
The line items display on the invoice.
You can use the Group by filter above the line items to further adjust how line items are grouped.
You can create ad hoc items for costs you want to invoice that aren't accounted for by timesheets or other project expenses. It can also be used to provide a discount to the customer.
When you are finished adding items to your invoice, you can generate a preview of what it will look like when it's sent to the client. The preview shows what the invoice will look like when formatted using your invoicing template.
Fixed bid projects that are billable at the end of the project will become available for invoicing once they've been assigned Completed status. Fixed bid projects that are billable weekly or monthly will become available for billing at the end of each week or month of the project.
Yes, providing the Prevent Changes to Invoiced Timesheets workflow condition isn’t enabled in the timesheet’s template. Refer to Correcting billing errors for more information.