Before charging a client for worked hours related to a project, make sure the project status is set to either  “In progress” or "Completed" and a "Invoice method" is selected.




How to invoice a client for work done within a project?

You can generate an invoice from 3 different ways:


1. Select the "Projects to invoice" option from under the Project menu:


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2. Select the "Invoice project" option from under the Action menu from the project list:


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3. Select the "Invoice project" option from the project file:


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The invoice project selection screen

The next step before creating the invoice is to specify what you want to see included on the invoice.

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If you wish, set a specific start and end date to only invoice worked hours and expenses included in that time range. You will also need to select the information you wish to display on your invoice based on the invoice method you set initially.



Do you wish to include worked hours on the invoice?




If you did not set the invoice method as "Project fixed-fee", choose from one of the following invoice options:

None

No time entries will be invoiced.


Single line

All time entries will be merged into one single detail line on the invoice, by project.


Grouped

Time entries are grouped based on the selected invoice method, and by project.


Detailed

Each time entry displays as a single detail line on the invoice.


When the invoice method is set to "Project fixed-fee", a single line per project will display with the remaining billable amount.



Do you wish to include expenses on the invoice?



Here are the invoicing options available:

None

No expenses will be invoiced.


Single line

All expenses will be merged into one detail line on the invoice.


Grouped

All expenses are grouped by member and by project.


Detailed

Each expense displays as a single detail line on the invoice.


Once the project selection screen is complete, simply click the "Create invoice" button.


How to partially bill an ongoing project?
Simply select the period for which you want to issue an invoice by setting the project start and end dates and complete the following steps as described above.

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