How to create a new invoice for a client.  Save as PDF and send it.  Invoices include all the time and expenses for a given date range.

 

Consulting companies use Standard Time to log billable hours and then create client invoices, which they save to PDF and send to their customers.  Client invoices include billable time and expenses.  All the time and expenses in a certain date range are included on the invoice.  You can optionally narrow the client invoice down to include a certain project,  sub-project, or individual employees.  Sub-projects may include phases, partial jobs, or areas the client has agreed to pay for now.

Each invoice may use a different template.  Templates are RTF documents that arrange invoice fields in the final document.  You can put your logo and company name in a template so it comes out in every invoice document.   Some templates include full columnar reports using a customizable report writer.   This allows you to pull data from anywhere in the database for invoicing  purposes.

You can actually create multiple client invoices using a date range to find all the client work that was performed during that period.  The image below shows how to do this.  Just right-click anywhere in the "Billing" tab and choose Create Invoices From Date Range.  The dialog below will appear.  You simply choose a date range and it will create all the invoices for those clients.

 

Batch Client Invoicing from Timesheet Entries
Batch Client Invoicing from Timesheet Entries

 

Batch invoicing is a safe way of finding all the client billable hours.   Sometimes project managers or accountants forget that some billable time was logged for a certain client.  the majority may be performed for a certain  client, but left-over work may have been done for a client you haven't billed in some time.  This method searches the database for all client work, and may include some you didn't realize was there.

Another situation can also occur when running batch client invoices... you may find that employees are still logging "billable" hours for a client when their project is finished!  This alerts you to that situation so you can close those projects and stop working for a client that has no intention of paying you.

Also see: Customizing Invoices

 

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