When invoicing hours you might need to report on hours added to invoice. This can easily be done after saving an invoice. Navigate to the right menu bar on invoice to add a hours report as a separate attachment.
- How to add hours report to invoice
- How to edit report before adding
Plans & Permissions:
Plans: Free CRM, Sales CRM, Project Management, ERP
Table of contents:
- Where to add the hours report
- How to edit the report sections and columns
- How to view and delete the report
- How the PDF report looks like
1. Where to add the hours report
After saving an invoice with tracked hours in the invoicing material you can add an hours report to the invoice as a PDF by clicking Add hours report button.
2. How to edit the report sections and columns
After clicking the button a popup will open with the hours listed. Here you can define which entries and data columns to show on the report.
How to select time entries to show on the report
Select or deselect by row/entry which hours you wish to add to the hours report. By default all hours will be active.
How to select columns to show on the report
From the view icon on the right-hand corner, you can select which details you wish to show on the report. The report has two sections: Summary by user and Entries specified.
3. How to view and delete the report
After adding the report it will be added to the invoice as an attachment and can be found in the right menu bar on the invoice.
Click on three dots icon to view the report in a new window or delete it from attachments.
Note! You can add a new version or even multiple versions of the hours report to the same invoice.
4. How the PDF report looks like
The PDF is split into two sections: Summary and Entries specified.
Select which sections and columns to add to the report.