On the paid version, you can create invoices for your billable projects.
If the project does not show up in the 'Uninvoiced' view, please check the following:
The project needs to have a billable method and rate set up correctly.
The project needs to have a client assigned.
Have you set your billable rates yet? Learn more about different billable methods here >>>
Manage your Clients
To add or edit your list of clients or client details, navigate to Projects > Clients. The client details that you enter here will be used on the invoices.
Furthermore, you need to assign the client to all related projects. To add a client to the project, go to the Projects tab, open the project, and click 'Edit project':
‘Uninvoiced’ tab
Please navigate to ‘Reports > Invoicing’ to get a list of all items available for invoicing.
By default, all billable items from the current month will be displayed here. You can change the date range by clicking on the calendar icon and selecting any custom period you need for your invoice:
Use filters to narrow down the list, select a Client/Project that you wish to bill, and then click ‘Create invoice’.
'Manage invoice' view
When you are creating an invoice for a single client, you will be redirected to this view. Here you can change the properties of the invoice while it is still in draft status.
You can add notes, a tax, a discount, and change the due date.
If you've predefined tax when creating a client, the set tax will automatically be applied when generating invoices for them.
Once you are ready to issue the invoice, click the green 'Create invoice' button. This will lock most of the fields. Only the internal notes and status field will remain editable.
Once the invoice is created, you can download it to PDF or Excel or email it directly to your client or yourself.
How to correct a mistake on an issued invoice?
If you made a mistake on the created invoice, you can simply delete it, and all items from the invoice will appear in the 'Uninvoiced' view again.
Once an invoice is created, all time logs that are included in the invoice will become locked. If you need to edit the logs, you will need to delete the invoice first. Then you will be able to edit the time logs and create the invoice again.
Invoice formatting
Unfortunately, it is not possible to format the invoice in My Hours. If you wish to change or add something to the invoice layout, we advise you to download the invoice in Excel format. Then you can adjust it in Excel and save it as a PDF afterward.
It is also not possible to show more details (such as tasks or time logs) directly in the invoice. In such a case, it is best to attach the Detailed report to your invoice. You will be able to fully customize it and select the level of detail and which columns to show. Here's how >>>
'Invoiced' tab
If you switch to the 'Invoiced' tab of Invoicing, you'll find a list of generated invoices for the selected date range.
You can filter your invoices by client or by invoice status (draft, unpaid, partially paid, paid) and export the list of invoices.
If you click on a specific invoice, the 'Manage Invoice' view will open. While still in draft, you will be able to edit all the details, and once the invoice is created, you will be able to update its payment status (unpaid, paid, or partially paid) and add internal notes.