To create an invoice from a Project click the Create Invoice button in the Project.

If you want to create an invoice for multiple projects, you would create the invoice from Time Expense Reports.


You can base the invoice on Phases or Lines. After creating the Invoice, you can update it manually.


Create invoice from Project Line


In the Lines Tab, you see the individual Lines with Planned, Actual Effort and previous invoice details. 

You would use this, if you want to invoice fixed price project lines - or time and material.


The Quantity to invoice is based on the already invoiced quantity and the Planned Effort.


If you specified a Fixed Change Amt on Project Line, this amount is used with a quantity of 1 instead of the planned effort and Project Line Unit Price.


After changing the Quantity or Unit Price, select Update Totals to update the amounts. You can also update the Project Lines if you changed e.g. Line Name and description.


For fixed price lines, you can add the actual detail Time entries.


Note that if you see a project line "__project__" that this is automatically created, when time is booked to the project and not to an individual project line.


Create invoice from Project Phase


In the Phases Tab, the Planned and Actual Effort of the project phase is summarized. You can change Phase Name, Description as well as the Quantity to Invoice and the Unit Price.


Per Phase you see the already invoiced amount.


After changing the Quantity or Unit Price, select Update Totals to update the amounts. You can also update the Phase if you changed e.g. Phase Name and description.


Create Invoice


Click on Create Invoice after reviewing details like Account Address, etc.


You can change the new Invoice manually or delete and re-create it with different selections.