Bill a project

The Bill project wizard collects a project’s unbilled time and milestones into an invoice draft, with the statement of hours attached if you want it.

Run the wizard

1. Open the project and click Bill project.
2. Invoice type: Standard, Partial (Teilrechnung), Advance (Abschlag) or Final (Schlussrechnung). For an advance, give the Net amount or the % of project budget.
3. What to bill: tick the time entries and milestones to include. Select all takes everything unbilled.
4. Line grouping: By task & rate, By person, By day, By month, Single lump sum or By service. The workspace default is set under Settings → General.
5. Tick Attach timesheet (Leistungsnachweis) to add the statement of hours, add a PO reference if the client needs one, and click Continue.
6. The draft opens. Check it and finalize.

If the amount exceeds the budget, the wizard says so before the draft is created. If the project already has invoices, it lists them and asks you to confirm another one.

Advance and final invoices

For fixed-price work, bill advances during the job and a final invoice at the end. The final invoice deducts the advances already billed and shows the remaining amount due.

Rates

Each entry is valued at its Captured rate, else the Service rate, the Person rate or the Project rate. A mix shows as Mixed rates. See Rate cards.

Write-off

Time you will not charge is written off on the project’s Billing tab. It stays visible in the budget burn and in Reports as unbilled, but never reaches an invoice.