Generate Invoice by using Inovice Wizard
You can generate an invoice from all the timesheets related to one project or one client by simply using the Invoice Wizard.
Just go to the projects’ list (Time&Projects -> Projects) – click the checkboz to choose one project and click ‘Generate Invoice’.
Also, you can click on the Project name and press the ‘Generate Invoice’ button through the project dashboard.
Now you will be redirected to the Invoice Wizard page. By default, the chosen project and its client will be checked for invoicing but you can change this yourself:
In the first drop-down field, you can pick the client that should be invoiced:
– Slider ‘use the new invoice wizard’.
If it’s switched on (green), then you can group time entries logged to the timesheet by using the ‘long’, ‘medium’ or ‘short’ format read (more about it below).
If it’s switched off (gray), this tool doesn’t group the information and your invoice will include all time entries logged to the timesheet:
You can choose all the time logged to timesheet or filter the time logged by selecting a specific date range:
Also, you can pick only the time logged on some tasks:
Here you can choose one, several or all the projects related to a client – its’ logged time will be included on the invoice:
– Invoice Format
Here you can see three options ‘Long’, ‘Medium’ and ‘Short’:
Choose the ‘Long’ format if you want to see time entries displayed on separate lines (without grouping).
Here you can also uncheck ‘Project Name’, ‘Team Member’ and ‘Notes’ if you don’t want to have this information on the invoice. How will the invoice item table look in this case? Please, see the sample shown below:
Choose the ‘Medium’ format if you want to group information. If there are time entries logged by one member to an open task and project, then this info will be displayed in one invoice line (as summary).
Also, you can uncheck ‘Task Name’, ‘Project Name’ and ‘Team Member’. When you uncheck, for example, ‘Team Member’, then all the time logged by any members to one project and task will be grouped in one line. The same happens if you uncheck ‘Project Name’ (all the time logged by one member to one task will be grouped, regardless of the project it belongs to) or ‘Task Name’ (all time logged by one member to one project will be grouped, regardless of the tasks).
Choose the ‘Short’ format if you want to have only one summary line per project – all time entries logged to one project will be grouped in one line:
Detailed time entries information (Timesheet Details Report) attached to the Invoice
If you wish you can attach the Timesheet Details Report with the detailed information about all time entries logged to your invoice by all staff members to all projects (which are chosen on the wizard page) – just check ‘Attach a detailed timesheet report’
In this case, you will have this report as a PDF attachment to the generated invoice.
This feature is especially helpful if you don’t want to have all time entries featured in invoice item table (if you group this information and only display a summary) but your client needs the detailed timesheet report. After clicking ‘Generate’ on the Invoice Wizard, you will see this report attachment below the invoice items table:
Or below the invoice document on Invoice Preview page:
Just click this green link to open and review the timesheet report.