Add and manage professional invoices with customized templates and share them online with your customers.

Enable Invoicing.

To enable the invoicing feature go to Manage / add-ons and install it.

Customize your invoice templates.

Add your company logo, billing details and select a color for your invoice template. You can always update this settings in the future.

As soon as you install the add-on you’ll find the Invoices add on in the Manage section.

Create an invoice.

Go to the Manage / Invoices section and add a new invoice.

A new tab will pop-up with the template that you previously created with the color, logo and billing information.

Fill in the required data and save the invoice when you finish.

Invoice status.

All your invoices will be saved as draft. When you are done with your invoice revision mark it as complete.

When your invoice is completed it will be marked as Open. You can change the status to Paid, Void, Uncollectible and revert to Draft.

Share your invoices.

Click on the “sharing” button to get a link to send the invoice to your customer or download it in PDF.

Create an invoice from your timesheets.

When all your billable hours are logged and your timesheets are complete you can use that information to create an invoice to bill your clients.

How to create an invoice from a timesheet:

  1. In Reports / Timesheets generate a report. Remember to use the date picker to select the correct time range and the filters to exclude the information you don't need,

  2. Go to the export section and click on "Invoice"

  3. A pop-up with options will show up: "Group by" to gather together the hours by project, task, user or none and "Mark time entries as billed" when the invoice is created.

  4. Click on create and to get your invoice. In the invoice you can edit the currency, your billing details and you client billing details.

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