Hey Cyllo folks,
We bill some clients based on hours logged in timesheets. I’ve already got employees recording their hours against projects. How do I generate an invoice that reflects the billable hours recorded in timesheets?
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Hi, in order to create invoices based on timesheets, follow these steps.
1) Create a service product and set the Invoicing Policy as Based on Timesheets.
2) A new project will be created. Make sure these are enabled.
3) Create the tasks and add the timesheet. In the corresponding Sale Order, the time logged in the tasks will be updated as the Delivered quantity.
Then you can create the invoice.