Hours report to a project invoice

Learn how to edit and add a PDF hours report to a project invoice

Table of content

  • Where to add the hours report

  • How to edit the report sections and columns

  • How to view and delete the report

  • How the PDF report looks like

Description

When invoicing project hours you might need to add a hours report to the invoice. This can easily be done after saving the project invoice. 

Plans: Free CRM, Sales CRM, Project Management, ERP

Permissions: Invoicing

Where to add the hours report

After saving an invoice with tracked hours in the invoicing material you can add an hours report to the invoice as a PDF by clicking Add hours report button.

How to edit the report sections and columns

After clicking the button a popup will open with the hours listed. Here you can define which entries and data columns to show on the report.

How to select time entries to show on the report

Select or deselect by row/entry which hours you wish to add to the hours report. By default all hours will be active.

How to select columns to show on the report

From the view icon on the right-hand corner, you can select which details you wish to show on the report. The report has two sections: Summary by user and Entries specified.

How to view and delete the report

After adding the report it will be added to the invoice as an attachment and can be found in the right menu bar on the invoice.

Click on three dots icon to view the report in a new window or delete it from attachments.

Note! You can add a new version or even multiple versions of the hours report to the same invoice.

How the PDF report looks like

The PDF is split into two sections: Summary and Entries specified.

Select which sections and columns to add to the report.