Invoicing your projects
Automate your invoice
Isabel Reyes
Last Update 2 jaar geleden
Prevent the inevitability of overlooking details and make working on deadlines more attainable. Eliminate mistakes caused by manual input, allowing for automatic calculations and invoices for paying customers.
Follow Onproad's easy steps!
1) Locate your time registrations
Time registration is the section in Onproad's dashboard that will help to have all the overview and exact details of billable hours assigned to your staff in any specific project.
2) Select the project activity
To invoice a specific project activity, you must make sure you have marked those hours as billable and check the box on the left side of your dashboard.
3) Invoice selected
Once you have selected the activity you want to invoice, you need to click on the'' invoice selected'' option at the bottom right of the time registration overview dashboard.
4) Generate your invoice
Once you have selected your invoice, it will be automatically generated with your company information and activity hours to be invoiced. All you have to do is check the client and project details and add the invoice number you are about to send, add a reference description if needed, and your invoice is ready to be sent.
5) Sending your invoice
Please save all the details you have entered, and your invoice is ready to be saved, downloaded, or sent directly from Onproad's dashboard to your clients.
