To Invoice based on time tracked you will need to set the terms within the project based on "Rate" and you can view more on this via this article.
How Can I Set Up Projects Terms So I can Invoice Based On Time Tracked.
Once you have set up your project terms as rate and you have tracked time activities via the time tracker and you have linked your time activities to the project you can then invoice these time activities via the project itself.
To get started on invoicing time activities select the project you would like to invoice.
Select > Invoice Project
You will then see a invoice setup screen showing you the project terms as well as the time activities linked to the project
You can select to uncheck a project term if you are not invoicing any time activities for it on the particular invoice by simply unselecting the project term
Simply select the > edit selection option to edit the time activities and link them to their respective project terms.
Once you have selected the edit selection option on the project term you can then uncheck or check which time activities you would like to invoice for that particular project term.
You can also select to edit these terms or add new terms in via the project itself.
You will also have the option from the "Show activities on invoice" drop down options to
- Show single time activities on the invoice
- Group time activities by day on the invoice
- Group time activities by activity on the invoice
Once you have selected which time activities you would like to invoice per project term and the options on how you would like to display these time activities on the invoice select > Next and your invoice will be created.
💌 Please reach out to your friendly CO's via the Chief Operator tab in the app should you have any questions or concerns. 💌