Create a Billing Invoice Report

Create a Billing or Invoice Reports

To access the reporting options, click on the Reporting Button from the main menu.

Go to Report Selection and this screen will appear.

Click on Invoicing then choose the appropriate report. (To choose a Billing report select Billing Reports option above Invoicing and Time Reports)

Choose the Client you wish to Invoice (or Bill) and complete details as appropriate through the step by step wizard.

Choose date range by week, month or custom periods....

These options allow you to exclude non-work time (eg Breaks etc)

Choosing to include only unbilled time and charges minimises the risks associated with 'double billing'

If Overtime has been set up choose the appropriate rate for the clients Invoice and Billing

Chose to include pre-configured tax rates.

Also the option exists to Inovice client at a nominated billing rate that may be different to the employees Pay rate