Sales
To invoice clients for time tracked entries
- From the navigation menu, select “Time Tracking“.
- Select “Generate Invoice“.
- Fill in the invoice fields to be included
- List By: Select the field you wish to be included in the invoiced items list using the drop-down menu from
- Project
- Activity
- Staff
- Date
- Note that you can still be able to display the other fields in the description using “Include in Description”.
- Format: Select the format in which you wish the previously selected field to be displayed in the invoice item list using the drop-down menu from
- Grouped: Time Tracking Entries logged, based on the previously selected field, will be grouped in one item in the invoice. (i.e. In case the selected “List By” is “Project”, entries with the same project will be grouped as one item, with their rates added together)
- Detailed: Time Tracking Entries logged, based on the previously selected field, will be detailed as separate items in the invoice. (i.e. In case the selected “List By” is “Project”, entries with the same project will be listed as separate items in the invoice, with separate rates).
- Include in Description: Select the elements you wish to be included in the invoice item description using the checkboxes.
- Note that the selected item in “List By” will be greyed out.
- Date Range: Click the Date Range field to select a date range or a specific date of entries you wish to include in the invoice and select from the drop-down menu.
- Default Hour Rate: Input a default hour rate to be invoiced, it can be edited in the invoice.
- Note that the default hour rate overrides pre-set employees’ hourly rates.
- Project: Select the project using the drop-down menu, the default is “All”.
- Staff: Select the staff using the drop-down menu, the default is “All”.
- Activity: Select the activity using the drop-down menu, the default is “All”.
- List By: Select the field you wish to be included in the invoiced items list using the drop-down menu from
- Click “Save” once done.
- You will be redirected to the invoice filled based on your selections.
- Complete the invoice information and save as needed.
- For more information on invoices, please refer to the tutorial “Creating an Invoice“.
- For more information on adding payments in invoices, please refer to the tutorial “Adding Payments to Invoices“.