Streamline Your Workflow with the Invoiced Invoice Generator for Teams

Invoiced invoice generator for teams

hi this is Anon from Hello Clark in hello Clark we do financial apps for atlassian jira in this video I want to show how to automate invoicing with the invoice generator in clerk the clerk invoices app allows creating invoices manually line by line but the best way is to use the invoice generator it uses invoice templates to create multiple invoices for multiple clients with few CS it's useful for the case when we need to create recording invoices from Team time logged in jira or Tempo when we open the invoice generator we see a list of clients and a list of invoice templates of that clients we can choose a date range that will be used to import time from Jura and now all we need to do is to click generate button the app goes through all invoice templates one by one and creates invoices if no work was done for selected dates for some invoice template it will will be skipped so now we can close the generator and we can see all invoices that are generated by it we can generate invoices again for the same days in this case the previously generated invoices will be updated no duplicates will be created now let's look how the app creates one invoice from one invoice template as the input we have ala time that was logged by our team for selected dates then the app applies a Time filter that defines a scope for a particular client for example we have this amount of hours then the app uses a team scheme which does the break down of these hours into rolls each roll becomes a separate line in the final invoice team scheme does the mapping between employees and roles for example it tells that Jane is Junior developer and Mike is Middle developer then the app uses a price list or rate card it just defines the hourly rate for each role this way the app calculates the final amounts and now let's look at how that works in the app let's go to the clerk invoices settings here we can manage all our team roles here we have a list of team schemes each team scheme Define the mapping between the jur users for our employees and team roles and here we have a list of price lists each price list just defines the hour rate for each role and let's look at the invoice template let's open Client List and open invoice template of a particular client let's edit it here we have one time Baseline with a Time filter that defines the scope for this particular client and we have a team scheme and price list assigned to this line and we can create as many time based lines as we want we also can create fixed price lines we can add taxes discounts and Link products to this invoice template and in most template fields we can use variables that will be replaced by real invoice data when the invoice will be generated and let's look at the invoice that we have generated from this template the time is broken down into rules and the rate is taken from the price list and each line has a detailed time report which we can customize and the voice generator creates regular invoices that could be easily edited thanks for watching this video let me know if you will have any questions and try our apps for free in the atlassian marketplace [Music]