The easiest way to invoice a specific project is through that project. When a project has billable content the Billable button located in the top right corner shows the amount of billable content. Click the button to start.
Some of the details shown on invoice are taken from invoice template (like Free text fields and Invoice settings) and some from project and company settings. All billable hours, travels and fees are automatically shown on the draft. You can also add new fees directly on invoice by clicking the Add a fee or cost button. In the Attachments section you can add PDF files as attachments to your invoice.
If you want to review the invoice PDF just open the menu next to Close button and select View as PDF.
If you need to edit invoice rows, just click on a row and it opens for editing. Here you can edit for example the unit price and accounting information.
When editing a travel or hour entry on invoice, only the invoice row is affected so no need to worry that user's entry is affected. When editing fees, changes affect the fee throughout the system.
When you need to remove rows from an invoice, select the rows you want to remove and depending on your needs select either Bill later (rows will be billed at some point) or Set as non-billable (rows won't be billed) from the actions shown on top.
- Bill later removes the rows from that specific invoice and sets them as billable. When you create a new invoice, the rows will automatically be there.
- Set as non-billable removes the rows and sets them as non-billable. When you create a new invoice, the rows won't be there but can be manually added if needed.
To change the order of invoice rows, hover your mouse in front of a row so that a drag and drop icon appears. You can move both subtotals and individual rows.
Ordering of the rows should be done as the last change to the invoice because if you add more rows or change the invoice grouping settings, the rows are reverted back to their original order.
Uninvoiced items section lists both items removed from invoice and items that are not yet billable, like fees where the billable date is in the future. You can manually add these rows onto your invoice by selecting a row and choosing Bill now from the actions shown on top.
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