How Do I Generate an Invoice?

• Generate From Time Tracking
• Generate from Project
• Generate From Invoice
• FAQs

Generate From Time Tracking

1. Go to the Time Tracking section (left side menu)
2. Click on Generate Invoice at the top (next to the Start Timer button)
   
   
3. Select your Client (any unbilled hours will show up next to them)
   
4. Click Continue
5. In the Review Unbilled Time for [Client] pop-up, under Date Range, click on the dropdown and choose from All Time, This Month, Last Month or Custom
6. Next, in the Choose Projects section, click Select All to add all your Projects, type to find a project and/or check off specific projects
   
   
7. In the Choose Expenses section, choose between All unbilled expenses for this client, Only unbilled expenses assigned to selected projects, or No expenses
   
8. Then for Choose Time Entry Format section, choose between Detailed, Grouped or Simple for how you want your time entries to appear on the Invoice - time entries are added in chronological order. Click on Show Preview to see a preview of your time entries by a particular format: 
   
   
   
   
   1. Detailed - Each time entry will appear as its own line item and include all details. Above the Description, click on Includes and check off the boxes to display Service, Project, Team Member, Date and/or Notes 
      
      
   2. Grouped - Time entries will be grouped by service and include all details. Above the Description, click on Grouped By to choose displaying by Service, Team Member, or Day, and click on Includes and check off the boxes to display Service, Project, Team Member and/or Date
      
      
      
      
   3. Simple - Time entries will be grouped into a single line by project and include all details. Above the Description, click on Includes and check off the boxes to display Project, Team Member, Total Hours and/or Date 
      
      
9. The Rate will automatically be populated depending on what Billing Rate was chosen
10. Enter any additional details on your Invoice (like Notes, Terms, Due Date, etc)
11. Then continue to edit the Invoice, or save/send it.

Generate From Project

1. Go to the Projects section
2. Click on the Project you want to generate an Invoice for
3. Click on the More Actions button
4. Click on Generate Invoice
   
   
5. Follow the steps as outlined above for your Date Range, Projects, Expenses and Time Entry Format
6. Then continue to edit the Invoice, or save/send it.

Generate From Invoice

1. Go to the Invoices section
2. Click on New Invoice (or edit an existing Invoice)
3. Select a Client
4. Click on the Add a Line button
5. Then select Import Unbilled Time, Expenses and Projects
   
   
6. Follow the steps as outlined above for your Date Range, Projects and Time Entry Format
7. Then continue to edit the Invoice, or save/send it. 

FAQs