Generate Invoice from Project Data

Steps

1. 1Go to "Invoices" in the sidebar /dashboard/invoices.
2. 2Click "Generate Invoice" /dashboard/invoices/generate.
3. 3Select one or more projects to bill for.
4. 4Set the billing period (date range) to include.
5. 5Review the auto-populated line items: unbilled time entries and expense transactions.
6. 6Adjust quantities, rates, or descriptions as needed.
7. 7Toggle "Show labor breakdown" to consolidate or itemize time entries.
8. 8Click "Generate" to create the invoice as a draft.
9. 9Review the draft, then click "Send" to email it to the client.