Invoice the time on a project
Turn a project's unbilled hours into a draft invoice for the customer, one line per task, in one click.
When it's time to bill, one click turns all the unbilled hours of a customer project into a draft invoice. You check it, issue it and send it like any other invoice.
Steps
-
Open the project, then the Timesheets tab. Hours waiting to be invoiced show To bill. The button at the top shows what they are worth.
Hours to bill -
Click Invoice time. Confirm that you want a draft invoice for the unbilled hours.
Click "Invoice time" -
Check the draft invoice. It has one line per task, with the hours as the quantity and your hourly rate as the price. Change anything you need.
Check the draft invoice -
Issue and send it from the invoice as usual. Back on the project, the hours now show the invoice number instead of To bill.
Hours marked as invoiced
Note Invoice time shows only on customer projects with billable hours not yet invoiced, and needs the Sales & Invoicing module.
Good to know
- Non-billable hours are never invoiced.
- Hours logged after the invoice wait for the next one.