Create an invoice based on time and effort from the project report

On this page we explain how you can create an invoice from the project report with just a few clicks.

We want to make organizational tasks like creating invoices as easy as possible so that you have more time for other activities in everyday agency life.

If, within the scope of a job, billing by effort has been agreed, as is often the case in the context of agile projects billing a job monthly with just a few clicks is possible.

To bill a job at the end of a month or at the beginning of the following month, navigate in the job to be billed to the "Report" tab, select the billing period and click the button "Convert this report into an invoice".

An overview of billable efforts will open, in which services can be filtered out as needed - e.g. to distribute them across multiple invoices.

At this point a template can also be used; items from the template will then be listed here beforehand and can, if necessary, be deactivated before generating the invoice.

With one click on "Create invoice from these data" an invoice will be generated.

By the wayAlso external services incurred during the service period, e.g. travel expenses, rented IT infrastructure or hardware, can be billed according to this principle.

For better transparency, the invoice can also include a time report generated in Die Agenturverwaltung that documents in detail all services incurred on the job during the service period.

Automatic billing of a customer account fee

If a report of a customer account fee is billed at the account level, there is additionally the option here to bill the contract fee (agency service and external service) instead of the incurred agency and external service.

Use case We have an ongoing annual fee contract with our customer in which we bill a monthly flat rate for agency service - e.g. 1,200.00 EUR - as well as external services (such as couriers, proofreading, media) by effort - i.e. what was incurred in the billing period. In this case we would select the agency service from the customer account fee and bill the incurred external service from the report.