Creating invoices from timesheets

4894 views 1 April 2021 11

Please note that you can only invoice specific time entries once.
You can’t create multiple invoices based on the time you’ve already accounted.
The most convenient way to issue an invoice is to create one based on hours tracked in TimeCamp. When you go to Invoices panel and click on the “New Invoice” button, you can choose either this method or simply create an invoice from the scratch.

To create an invoice based on hours tracked you’ll need to go through a wizard.

In first step, select task or tasks you want to invoice your customers for. You can add them one by one. Note that if system will find any billable time the preview will automatically update below the form.

In the second step, adjust the timeframe – that’s self-explanatory.

The last decision you need to make is how to group time and present it on the invoice. You can choose from 4 options – people, tasks, projects and time entries.

Grouping by People will create an invoice where each employee’s individual time will be inserted as a separate row. This way you can bill Customers based on time spent on specific task by your user and adjust their hour rate (unless you’ve set it in Settings).

Grouping by Tasks will create an invoice where each selected task will be inserted as a separate row on the invoice.

Grouping by Projects will create an invoice where each selected task will be replaced by Project. Remember to treat tasks as children to projects. If you choose to invoice multiple tasks from the same project, they’ll be summarized in one row. In the following example “Chat” task is a part of “Customer support” project.

Finally, grouping by time entries will allow you to create most detailed invoice. Each task will be divided into entries gathered from specific people. This way you’ll easily be able to represent who spent how much time on which task and also adjust the hour rate for each entry.

After going through the wizard you’ll need to select Client you want to create invoice for (1) and enter Invoice Number (2). Next, you can edit hour rates for each invoiced entry and select proper tax for it (3). All the fields will be updated automatically.

When done, simply click on the  button. Note that you can also send new invoice to your customer, that is if you’ve entered their email address while adding them to the database.


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