Create an Invoice for Hours Worked for Supervision Effortlessly

Invoice for hours worked for Supervision

twitter let's get acquainted with our invoices page invoices are made for clients and available only to team administrators you can made it for internal clients and clients imported from the integrated tools please watch our video dedicated to clients to find out how to create them after that i strongly recommend go to the invoices settings and templates settings is the place where you can apply universal time rounding date format and time and expense grouping which will be used across all invoices that you create and this is the place where you can enter the default tax discount and t terms and another important thing it's called template this is where you can create your custom structure and call our lines with your titles as well as add some additional columns and these templates are good when you'd like to translate your invoice into another language use it for a quote or an estimate where you use different words and so on so after you enter your settings and create at least one template you can create your invoice so here you choose a template to use select a client and then you can choose what projects you'd like to include on your invoice currently we have two types of projects time and materials and fixed it's impossible to invoice them all together so let's first make an invoice for the time and material project um when you choose a project you can go further and limit the period of your invoice time and in addition to showing time you can also include expenses to shop together with this time if you uncheck both variants you will create a kind of freeform invoice which you can again use to make an estimate for your client and fill it in with your own titles and amounts so i'm going to choose my period and create this invoice in this draft i can see how my time is grouped ing to merge tags we're allowed to use and by using different tags you can show different type of information which is real and comes from your tools where you reported hours if i change it here i will change the look of my by an item additionally i can additionally i can enter my titles here update numbers and so on i can update time and rate columns as well as change the amount but it's important to understand that the change will apply only on this invoice it won't change the actual results in your reports or other dashboards now i can save it and what i see is the option to send the invoice by email edit it enter some internal nodes download this invoice mark it as paid or send or change the template structure and delete this invoice entirely now i'm going to create an invoice for the fixed fit project and i can do it from another place namely the clients page where i can open the client menu and choose to create invoice as you can see there is no option to include expenses on this invoice with fixed project when i create a draft i also don't see an option to use merge tags to group my time because we don't show it but it's still possible to add some other text here in this description as well as create your own custom line items as for the fee that appears as the available amount you can partially invoice it by changing the number right here and if you save this invoice now you will see the remaining sum appearing as uninvoiced meaning that you can create a new invoice and include another portion or all amount on it lastly let's talk about the invoices page it shows the bar chart where you can see what was invoiced and what's the status of it if you don't want to see it you can hide it there are different filters and a grouping option which helps you to show the invoices audit in a way you'd like them to be ordered you can delete your invoice change its status and send by email without opening it that's all i wanted to share with you today if you still have questions about this page please feel free to contact us at ask everthout.com or click on this green question mark button to read our support materials