With the project's invoicing details, you define which of the hours and expenses allocated to the project will be added to the project invoice. The project invoicing details must be defined before creating the project invoice.
The information regarding the project's invoicing is inherited from the accounts' information, but these can be changed on a project-by-project basis in the Overview tab of the project's basic information card. In the project information, you define the invoicing address, the currency to be used, language and contact person, as well as what invoicing material about the expenses allocated to the project is brought to the sales invoice.
In the invoicing details section, you define to which address the project's invoices will be sent and which types of expense will be added to the invoices. In addition, you can activate payment installments and automatic invoicing for the project.
Invoicing status: The invoicing status for the project can be billable, non-billable or Vacation / Leave. The project must be billable in order for the invoicing material to become billable.
Active billable items: You can choose which material is billed from the project and whether project invoices can be created with mass invoicing.
Show in mass invoicing: You can define on a project-by-project basis whether the invoices of the active project will be added to the invoices created with mass invoicing.
Activate hours invoicing from _____ : Allow invoicing of the hours allocated to the project. You can define starting date.
- Activate scheduled and automatic invoicing: Allow the creation of scheduled and automatic invoices for the project.
- Activate the invoicing of bills: Allow invoicing of bills from the customer.
Activate expenses: Allow invoicing of expenses from the customer. You can define starting date.
Activate Sales Quote: Allow invoicing of sales quote. This also allows you to create an invoice directly from the quote.
Billable items must be activated in order for the material to appear on the invoice.
- The changes made in the active billable items do not affect invoices that have already been created.
- If your company has hour approval or the "approve hours before billing" setting is active, only approved hours will be billed.
- The invoicing details must be defined before creating the project invoice. The changes made on the project card does not affect the invoice that has already been created.
Other invoice details that can be defined per project are:
Your reference: Reference number on the invoice
Agreement number: Agreement number on the invoice.
Order number: Order number on the invoice.
The agreement and order number fields must be activated for the invoice from settings: Settings > Feature settings > Invoicing & Bills.
Versions: Free, Growth, Business, Enterprise, Enterprise+
Changing project invoicing settings
You can change project's invoicing settings from the project card.
Navigate to Projects > [Selected project] > Project details > Overview - Invoicing details.
Choose your preferred invoicing status.
If it is a billable project, select active billable items.
Configure other project-specific settings.
- Click Save.