If you are invoicing hours tracked for a project, you can attach a time report PDF to the sales invoice. The report can display hours as summaries by user and project, or with detailed breakdowns. You can customize the report's content and columns.
Permissions: Invoicing
PSA plans: Free, Growth, Business, Enterprise, Enterprise+
Adding an Hour Report to an Invoice
- After saving a sales invoice that includes logged hours as invoicing material, you can add an hour report as a PDF by clicking Add Hours Report on the right.
- A new window opens. Select the time entries you want to include in the report. By default, all hours are selected.
- By clicking the eye icon in the top right corner, you can choose which sections and columns appear in the report.
- Summary by User
- Summary by Project
- Entries Specified Section
- Click Add PDF to Invoice. The window closes, and the report is visible as an attachment in the menu on the right side of the invoice.
You can click the three dots in front of the attachment to View or Delete the report from the attachments.
Note: You can add a new version or multiple time reports to the same invoice.