Invoicing - how do I include detailed task information on an invoice?

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.

I like the idea by module as we have projects for support and modules = customer. That prevents us from having to have a project for every single customer, which would get crazy. I'd also like to have ability to invoice by customer and include multiple projects. I can certainly do that free-form but it's easier to track against a project if i've invoiced from that project. Invoicing by customer, in combination with the invoice by module would allow me to only have to run one invoice per customer each month.
thx,
Tj

Please, another vote for point 6!

A definite YES on including task details/task summaries on invoices.

When I estimate a project I break the project down into tasks and an estimate for each task. Therefore, it's very important to me that this be reflected on invoices so that client can see the hours spent on each task. In fact, unless and until this feature is in place, I will need to continue to use another app for invoicing.

I would also like the ability to invoice by client, rather than by project, and to show multiple projects for that client. I don't always wait to invoice until a project is complete, and for clients with multiple projects I need one invoice for all projects currently underway.

So, the invoice tables might look something like:

Project 1
Task1 (summary or detail), Qty, Rate, Amount
Task2 (summary or detail), Qty, Rate, Amount
Project 1 Subtotal, Qty, Amount

Project 2
Task1 (summary or detail), Qty, Rate, Amount
Task2 (summary or detail), Qty, Rate, Amount
Project 2 Subtotal, Qty Amount

Total, Qty, Amount

Thanks!

For a time export that includes the note that was included when the timer was applied you may want to give the summary report a look. It looks very similar to the timesheet and can be exported to Excel.

The invoicing overhaul launched this weekend. Generating a free form invoice will work exactly as it did prior to the update but when generating an invoice based on work performed there are additional options to include more details. Here is a quick run through of the steps. Please click on each image to see a larger screen shot.

Step 1 - Create Invoice Based on Actual Work Performed


Step 2 - Select Invoice Details

• Option to include the time summary only OR invoice by module, milestone, task or date
• If module, milestone, task, or date is selected rows will be added on the bottom 1/2 of the invoice with the each item and its financial value

Step 3 - Optional Items - Include Time Entries and Fees

• To include the detailed time entries and descriptions that were captured when the timer was applied select "include time entries"
• To include any project fees / expenses that occurred during the date range select "include fees"
• Step 2 and step 3 can be tinkered with until the invoice is formatted exactly the way you want it - no one else can see the invoice until it is saved

Step 4 - Save Invoice

• The saved invoice can be sent via email, printed, or exported to CSV or PDF

The overhaul was geared at getting at time details in various ways. We hope that the update adds value for those that need to include very granular details on the invoices. Thanks again for all the feedback and suggestions.

We have additional modifications to invoicing planned for later this year. We have plans to add dual tax and will be exploring flexibility options to make the invoicing piece more international friendly.

Thanks guys.. please keep it up

For the free form invoice line items should be editable. For invoices based on actual work performed the line items are not editable at this time. This changed with the update that was launched a few weeks back that added the options to invoice by task, module, milestone, etc. We are currently working on adding additional flexibility to invoice generation and editing.

For invoices that are free form in nature all items are editable. For invoices based on actual work performed only the descriptions are editable and new line items can be added (as credits or debits) but any work types and expenses/fees that were brought into the invoice cannot be edited directly on the invoice. Editing line items was being contemplated at one time but it created problems with maintaining the integrity of the data at the project level. You could run into situations were invoices don’t match the actual work performed on the project in addition to problems with the top half of the invoice not matching the bottom half of the invoice if the details included tasks, time entries, milestones, etc. The intent is to keep the data identical between what is entered on the project and what is invoiced for invoices based on actual work performed. If any expenses/fees or hourly rates needed to be changed we recommend editing the project first and then rerunning the invoice.