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:
2. Select the "Invoice project" option from under the Action menu from the project list:
3. Select the "Invoice project" option from the project file:
The invoice project selection screen
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:
No time entries will be invoiced.
All time entries will be merged into one single detail line on the invoice, by project.
Time entries are grouped based on the selected invoice method, and by project.
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:
No expenses will be invoiced.
All expenses will be merged into one detail line on the invoice.
All expenses are grouped by member and by project.
DetailedEach 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.