The Billing module allows to bill your tracked time out.

One of the ways to create bills is through the "Dashboard" subpage by clicking on the "Create a bill" button next to each client, which automatically adds the client-related time records into the bill.

The Dashboard

To carry this out, do the following:

  1. Go to the Billing module

  2. Make sure you're on the "Dashboard" subpage

  3. Click on the "Create a bill" button next to the client

  4. Click on the "Add to bill" button

  5. Click on the "Save" button, as seen below:

The Bills dashboard

Another way to create bills is through the Bills dashboard by clicking on the "New bill" button, which lets you add the time records manually to the bill.

To perform this, do the following:

  1. Go to the Billing module

  2. Click on the "Bills" subpage

  3. Click on the "+ New bill" button, as seen below:

When on the Bill creating page, do the following:

4. Select the "Client"

5. Fill out other information such as the "Contact person", "Header", etc. (optional)

6. Click on the "+ Time records" button

7. Set the "Time range"

8. Select the particular time records you want to include in the bill by checking their boxes

9. Click on "Add to bill"

10. Click on the "Setting" button to set what should be displayed on the bill, e.g. user, duration, project, price, task, etc.

11. Click on the "Save" button, as seen below:

Note, after creating a bill, the included time records are set as billed. These time records can't be edited for now. To be able to edit them, you either need to remove the particular time records from the bill or delete the bill itself.

On the "Bills" dashboard, you can further work with the created bills by clicking on the "cogged wheel" icon, to do the following:

  • edit and delete the bill, approve it, set it as paid, send it by email or print it, as seen below:

Note, when the bill is set as paid, the bill can't be edited nor deleted unless setting it back as unpaid.

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