Invoice generator for billable contracts
WebWork Time Tracker users are able to generate invoices and send them to their clients or partners.
Create billable contracts
To be able to generate an invoice user needs a billable contract. Billable contract should have an hourly rate. You can set hourly rate while creating a contract in Project or Team page.
How to generate an invoice?
1. Use the filters of Projects and Users of your team to get the right invoice.
2. Generate by:
Project – You will see the projects and the amount spent on them.
User – You will see the users’ names only and the amount you have to pay or they have spent on all contracts and projects
Activity – You will see all Activity Descriptions of selected users and projects and the amount.
- Project + User
- Project + Activity
- User + Activity
- Project + User + Activity
Please note, that Activity Report amount might have a slight difference comparing to other reports, because the Activity Report consists from several separate data, and the amount of each is being rounded separately.
3. Set a date of the Invoice.
Fill up the Invoice form
1. Upload your company’s logo
2. Fill required information of the Invoice Provider.
3. Fill the “Bill to” information, Invoice number and the date range of the provided Invoice.
Now you have your invoice generated in a table. You need to check the projects and make sure this is exactly what you need to send to your client. You need to export the invoice and then decide you want to print it without downloading or you want to download and email it to your client.