After creating unbilled time sheets, draft invoices can be generated.


Step 1.


Navigate to Tools > Time Tracking > Generate invoice.

 


Step 2.


Select the appropriate client in the drop-down box and hit the confirm button.



Step 3.


Fill out the additional form details, the required fields are indicated with a red asterisk.


The Group By drop down box will allow all tasks with the same name to be grouped into one item on the invoice. If set to None each task will create a new item on the invoice.




Step 4.


In the table below the form select the appropriate timesheets to convert into an invoice by ticking the appropriate checkboxes.To select all make sure the checkbox in the column header is ticked.



Hit the Create Invoice button to confirm, the system will then create a draft invoice in Sales > Invoices > Draft.