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.