Generate Invoice from Project Data

Auto-generate an invoice by pulling unbilled time entries and transactions from a project.

Steps

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