View Categories

Creating an Invoice from Completed Work

  1. Navigate to Invoices and click Create Invoice.
  2. Select a Client from the dropdown.
  3. hrglass shows all projects for that client with uninvoiced tasks or expenses.
  4. Select the projects you want to invoice for.
  5. Click Select Items and check/uncheck individual tasks and expenses.
  6. Click Confirm — hrglass creates the invoice with line items auto-populated.
  7. Review the invoice; edit descriptions, quantities, or prices as needed.
  8. Set the Payment Deadline (Upon Delivery, Net 15, 30, 45, 60, or Custom).
  9. Click Save.