How to Invoice a Project

Overview

Billing a project turns the work you have done into an invoice. Depending on the billing type, you can bill from logged time, from expenses, or as a fixed amount / by milestone.

Steps

1. Open the project and choose Invoice Project.
2. Select what to bill: billable time, expenses, or a fixed amount/milestones.
3. Review the pre-filled invoice the system prepares.
4. Create the invoice; the billed items are marked as invoiced so they are not billed again.

Tips

• Make sure all billable time and expenses are logged before invoicing so nothing is missed.