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Invoice from Timesheet
The Invoice from Timesheet module enables businesses to streamline their billing process by generating invoices directly from timesheet entries. It simplifies project-based invoicing by allowing users to convert logged work hours into accurate invoices with minimal effort.
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Features
Configure Invoice Product for Projects
Users can assign a dedicated “Invoice Product” to each project while enabling timesheet tracking. This ensures that all billable hours are linked to a predefined product, maintaining consistency in invoicing.
Create Invoices from Timesheets
Relevant timesheet entries can be selected and converted into invoices instantly. This eliminates manual data entry and ensures that all recorded work is properly billed.
Preview Invoice Before Confirmation
Before finalizing an invoice, a preview pop-up provides a clear summary of all details. This allows users to review entries, verify accuracy, and make adjustments if needed.
Detailed Timesheet Information in Invoices
Generated invoices include comprehensive details such as product information, descriptions derived from timesheet entries, and total hours worked.
Flexible Invoicing by Product
Invoices can be generated for individual products based on selected timesheet entries. This flexibility allows businesses to customize billing according to specific services or deliverables.
Easy Access to Related Timesheets
Once an invoice is created, users can quickly access all linked timesheets through a smart button. Additionally, navigation from the invoice to the corresponding timesheet list is seamless.
Consolidated Invoicing by Customer
Projects associated with the same customer can be grouped and merged into a single invoice. This reduces invoice clutter and simplifies billing for both businesses and clients.
Screenshot
1.) Project Configuration View
Projects can be configured with a dedicated invoice product while enabling timesheet tracking. This setup ensures that all recorded hours are linked to a billable item, creating a strong foundation for accurate invoicing.
Navigation : Settings → Project → Set Invoice Product
2.) All Timesheets - Invoice Creation
A centralized list of timesheets where multiple entries can be selected and converted into invoices in just a few clicks. This approach simplifies bulk invoicing and improves efficiency.
Navigation : Timesheets → All Timesheets → Action → Create Invoice
3.) Invoice Preview Pop-up
Before confirming invoice creation, a detailed preview presents all relevant information. This allows users to verify accuracy and ensure that the invoice reflects the correct data.
Navigation : Timesheets → All Timesheets → Action → Create Invoice
4.) Invoice Form View
A comprehensive invoice layout presenting product details, descriptions derived from timesheets, and total hours worked. It provides a clear and professional billing format for customers.
Navigation : Invoices → Invoice Form
5.) My Timesheets - Quick Invoice Creation
Personal timesheet entries can be selected and converted into invoices directly. This simplifies individual billing tasks and supports quick invoice generation.
6.) Individual Product Invoice Selection
Flexible invoicing options allow selection of specific products tied to timesheets, enabling customized billing for particular services or deliverables.
7.) Invoice Overview with Smart Button
Invoices clearly indicate invoiced products and provide a smart button to access related timesheets instantly.
8.) Linked Timesheets from Invoice
Accessing timesheets directly from an invoice reveals all related entries along with their invoice references, ensuring transparency and easy validation.
9.) Bulk Timesheet Invoice Creation
Multiple timesheets can be selected again for invoice generation, reinforcing a streamlined workflow for handling large volumes of entries.
10.) Group by Customer Option
An option to group invoices by customer allows combining multiple projects under the same client into a single invoice, simplifying billing management.
11.) Consolidated Invoice List
A clean invoice list showing fewer, grouped invoices when customer-based grouping is applied, making financial records easier to manage.
12.) Merged Invoice Form
A single invoice combines multiple projects belonging to the same customer, presenting all related work in one place for a clearer and more professional billing experience.
User Guide
