When it is time to bill your client for their finished project/task, you can choose to shorten processes and save time by pulling the billable time you have tracked into sales orders, and invoices, directly from the project/task.
Enable the Timesheet feature
Go to and enable Timesheets.
Create a sales order and invoice from a task
Under , choose the corresponding one and
enable Timesheet, Timesheet Timer and Bill from Tasks.
Once the time spent on a task under that project has been recorded, click on Create Sales Order
and continue to create your invoice.
This way, you can invoice different customers, for different services, at different rates, without the need to create numerous projects.
Create a sales order and invoice from a project
Under , choose the corresponding one and
enable Timesheet plus Timesheet Timer.
Now, go to , choose the project,
Create Sales Order, and continue to create your invoice.
From here, choose if you want the billing to be based on the project rate: all timesheets are
billed by the same rate, or by the employee rate: timesheets are billed by the individual
rate of the employee.
The project rate allows you to invoice a whole project, for a specific service, at a specific
rate, at once. Example: the implementation of a system.
The employee rate billing lets you invoice a project broken down into different services, and
different rates. Example: different rates for junior and senior consultants.
Invoice only approved timesheets
Go to , and choose Approved timesheets only.
This ensures that the manager is aware of the hours being logged by each employee before the customer gets invoiced.