Invoicing projects by generating an invoice
If you would like to invoice the project to your client go to, project grid (Timesheet ➝ Projects) ➝ open the ‘Generate Invoice’ link from the row end menu or from the bulk actions.
…Then switch or hide the information you would like to see on the invoice.
- client – choose the client whose projects you would like to invoice
- date range – filter projects by creation date. Only projects from this period will be included in the invoice
- add unbilled time – mark the projects that need to be invoiced
- format time entries – customize the project data displaying on the invoice
After clicking ‘Generate’ the invoice page with project data will be opened – save it and invoice your client.
Invoice against a project balance (invoicing part of project expenses)
If you would like to invoice only part of a project generate it as described in Invoicing projects by generating an invoice.
Then, on the invoice page, you can delete unwanted tasks. You will be able to invoice these tasks later by generating a new invoice.
Which staff members can generate invoices from projects?
Only the account owner and team leader can generate an invoice through the project.
The account owner can generate invoices for all projects without limitation.
Team leaders can generate an invoice only for projects where they are a manager.
When I generate an invoice the rates of task on the invoice are $0 or incorrect. Why?
The rates of tasks on the generated invoice depend on billing method of the project.
So, if you choose an ‘Hourly Task Rate’ method – rates will be based on the tasks rates.
You can change tasks rates on the project page.
If you choose the ‘Hourly Staff Rate’ method – rates will be based on the staff billing rates.
You can change these rates on the project page in the Staff field.
If you choose the ‘Hourly Project Rate’ method – rates will be based on the special project rate.
You can change this rate on the project page in the Project Rate field.
If you choose the ‘Flat Project Amount’ method – the invoice will not depend on any rates and tasks. The invoice amount will be a flat amount for the project.
You can add or change this rate on the project page in the ‘Flat Amount’ field.