You can add billable items such as timesheet entries, expenses, or fixed bid items. To do this:
Click Time Line Items, Expense Line Items, or Fixed Bid Line Items depending on the type of item you wish to add.
The select line items dialog displays.
Select the invoice period using the date selector. Or, use the quick links to jump to a specific period.
Alter how line items will display on the invoice, if desired. To do this, click the icon next to the Summarize By filter in the top, left-hand corner of the page.
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.
Remove any items you don't want on your invoice by deselecting the check boxes next to them.
Click the the Add Selected Line Items button.
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.
Adding ad hoc items
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.
Click Create New Line Item. A blank line item is added to the invoice.
Optionally, associate a project with the item by clicking the icon to the left of the item, selecting a project, then clicking Save.
Enter a description, units, and rate for the item.
Generating a preview of your invoice
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.
To see a preview, click the Preview button.
Why can't I see my fixed bid project when I generate invoicing line items?
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.
Can I edit timesheets after they've been invoiced?