How to Create a TimeLog-Based Invoice

Overview
Bill clients based on time entries logged to a project.

Steps

1. Under Finance > Invoices, click Create TimeLog Invoice.

2. Select Project, Client, and date range (Time Log From/To).

3. Confirm Invoice Date, Due Date, Currency, and Exchange Rate.

4. Choose Calculate Tax method.

5. The system auto-populates line items based on approved time logs.

6. Review and adjust quantities or rates if needed.

7. Click Save.

Tips

• Ensure time logs are approved under Work > Time Logs before invoicing.

• Use filters on the TimeLog list to include only billable entries.

Troubleshooting / FAQs

• Q: No time entries appear.

  • A: Check that logs fall within the specified date range and are marked “billable.”

• Q: Rates are incorrect.

  • A: Verify each team member’s billing rate under HR > Roles & Permissions.