How do I group a customer's logged hours and invoice them?Gather a customer's pending time entries into one summary, approve it and generate the invoice.

Where BIM › Documentation › Task Report › Timesheet summary

Steps

Go to Documentation › Task Report › Timesheet summary and click New.
Choose the Customer and click Load: their time entries that are not in Draft or Cancelled, and not already in another summary, are added.
Check Total Hours, Labor Cost and Total Price.
Click Set to approved and then Create invoice: an invoice is created with one line per time entry.
If you want, send it with Send by Email.

Warning

The invoice uses the Payment Status Product of the project or the company; without an income account it warns "There is no income account on the product, its category or the Accounting settings".

Process manual

Planning and scheduling

Steps