New to Intervals? Have questions or need help?:
Invoicing - how do I include detailed task information on an invoice?

1. •  
     CommentAuthorMichael
   • CommentTimeMar 18th 2008 edited

    
   You cannot get the very granular minutia with one click, but there is a fairly convenient way to get the information. Invoicing within Intervals is meant to accommodate a variety of different ways to generate invoices. For example:
   

   
   
   1. Pre-pay - generate an invoice in advance of the work being performed
   
   
   2. Regular time intervals - after work is performed (monthly is common)
   
   
   3. Include a breakdown of all the details
   
   
   4. Exclude the details and only show hi level information
   
   

   
   #1 and #2 are the two main methods for creating an invoice in Intervals. 'Free form' allows you to create whatever line items are needed and 'based on actual work performed' pulls in the totals for each type of work AND any expenses that occurred during the time period (Hint - If you use the calendar, dates where billable work occurred will turn green - here is an example in the blog).
   
   #3 and #4 are in direct conflict of one another and we have learned that the need often varies from client to client. This can be handled by running a report in combination with the invoice. The Project Activity report by Task includes very granular information. The Project Activity report in combination with the invoice usually does the trick. Another option is to set your client up as an Executive User and encourage them to run reports. We do this with a healthy percentage of our clients.
2. •  
     CommentAuthorMichael
   • CommentTimeMar 18th 2008

    
   Another report that might be useful is the Summary report. If you would like to show all of the comments that were added to the add time dialogue whenever a time chunk was entered, the Summary Report contains that information.