Nov
16
2015

Generate an Invoice From Time-sheet

To Create an Invoice Using the Time-sheet:

  1. From the “Time Tracking” menu choose “Generate Invoice“.
    Invoice from time-sheet
  2. The Settings
    1. List By : Choose to list by and show project, activity, staff or Date.
    2. Format: Choose whether you need the items in details -every added time in a separate raw- or grouped by project, activity, staff or date range.
    3. Include in description : tick any check box you will need to add on the description field of the item on the invoice: Project, activity, staff or the date range.
    4. Choose a date range you want to invoice for. If left blank all unbilled hours for the project will be invoiced.
    5. Default Hour Rate: Add the default hour rate for the hours you will add in the invoices, the rate can be change separately for each item in the invoice
    6. Project: Choose a project you want to invoice for the time worked on it.
    7. Staff: Choose a certain staff member to invoice for the time he they added.
    8. Activity: Choose an activity you want to invoice for the time worked on it.
    9. Click “Submit” to generate the invoice; once you generate the invoice you can complete its data as any normal invoice, like choosing a client or adding special fields, etc.

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