In this article we are going to show you the following:
- Define how you wish to invoice your project (services, hours, expenses)
- How to create an invoice from invoiceable project material (hours, expenses & scheduled invoicing)
- How to customise your invoice rows, to suit your needs.
Article classification
- Versions: Starter, Team
- Requirements: Sales invoices rights, projects,travel expenses
Defining how to invoice your project
- First, make sure your project is set to Deals -status (sold) > Taimer will automatically set your project invoicing status to Invoiceable project
- Then, define how the project should be invoiced (hours, expenses, scheduled invoice)
- Click and activate desired tabs/levers. You can even define, from which date onwards the material is invoiceable and to be shown when creating invoice
- When you start invoicing, those materials will be enable to be collected to your final invoice.
FIELDS EXPLAINED
- Status Deals: defines a project as won/sold and automatically turns to invoiceable
- Invoicing status: can be Not invoicable project or Invoiceable
- Invoice hours from: Define date from which day onwards you want to invoice hours to be shown on invoice
- Scheduled/Recurring invoicing: Define rows with description, dates and sums to be invoiced
- Invoice expenses: Approved expenses targeted to project will be shown on in invoicing material
- Buyer reference: added details will be shown when creating invoice
Creating an invoice from invoicing material; hours, expenses and
scheduled invoicing
- Choose invoicing type Create with invoicing material
- Choose invoicing period
- Choose customer to invoice
- Customers project(s) to invoice
FIELDS EXPLAINED
- Invoice type: "Create with invoicing material" means Taimer will show you all customer projects defined as type invoiceable and that have hours, expenses and or scheduled invoices added to projects
- Invoicing period: define which periods material you wish to invoice. Taimer will automatically sort and only show customer projects that have invoicing material within chosen dates
- Customer to be invoiced: choose whom you wish to invoice
- Project: projects with invoicing materials will automatically be shown, choose project(s) to invoice
How to use the invoicing material feature
- Open Invoicing material module
- De-activate rows, you don't wish to invoice
- Define how you wish the row descriptions to be presented on the invoice
- Click Update invoice rows
- NB! De-activating invoice rows, in the invoicing material module, will not delete the rows. They will be visible when creating the next invoice, within the same period
FIELDS EXPLAINED
- Invoice material: De-activte and define, how and what you wish to invoice from the chosen period. You can also easily edit the content of your final invoicing rows.
- Generate rows: Test different options to learn how you can automatically customise the rows and descriptions on the invoice.
- Save: To continue and print
RELATED ARTICLES
- How to create expenses on the go
- Create a blank invoice
- Accounting Software, e-invoicing, and other Integrations
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5 min walkthrough | Sales Inquiries | Taimer.com
