Billing and Invoices

How to mark work as billable, use time and rates, and prepare a Invoice.

Billing and Invoices

If the feature is enabled, a Task can be marked as billable and assigned a rate. The recorded time and rate are used to calculate financial information.

Task actions may suggest creating an Invoice or Proforma Invoices. Before saving the document, verify the customer, service line, quantity, price, taxes, and document date.

How to prepare a billable Task

1. In the Task form, enable Billable.
2. Specify the rate or other displayed pricing fields.
3. Link the Task to the appropriate customer.
4. Record the actual work time.
5. Check the duration and calculated amount before converting.

Preparing an Invoice

In the Task action menu, select the option to create an Invoice or Proforma Invoices. The system opens a prepared financial document form; This has not yet been saved Invoice.

Check the client and details, document date, payment deadline, service name, quantity, price, VAT, and the total amount. Ensure that the same time has not been billed previously. Only then save the document.

If you do not see the action, check the module settings, client association, permission to create financial documents, and the organizational structure. In the generated document template, verify the rate Task and the prepared lines, then save only after confirming the amounts are correct.

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