How to export data relevant for invoicing?

Export invoicing data in excel

All data recorded in the timesheets can be exported to excel. In this way, you can create an accurate invoice to customers, as well as an invoice attachment as proof to customers of the services provided.

  1. Go to Timesheets and select invoicing date period (service performing services)
  2. In the Search field type the client name that you want to invoice. If you want make invoice for more clients don’t use search field, but extract all data for the invoicing period.
  3. Export data into excel

 

How to prepare the invoice lines

When data are exported in Excel you will see all relevant columns:

  • Employee
  • Client
  • Task (service provided)
  • Details of work performed
  • Project
  • Date of activity
  • Check if the activity is billable
  • Total hours spend on an activity
  • Billable rate

Expand your table in Excel, and filter table per specific client to be invoiced or sort column “Client”.

Now you can review all work performed to the clients with all details (tasks performed, billable rates, hours, etc.). Validate all data or discuss with your team about uncleared data.

You can change any data for the preparation final list for the invoice. This comprehensive table could be used as an invoice appendix and a case you should send such an appendix to the client.

 

You can save all historical data (that is also exists in Time Analytics timesheet module) so you can send that to the client by its request.