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Create Invoice

Bearbook Project Automatically pulls the billable time and expenses you’ve tracked into invoices, And you can also create a free-form invoice.

Don’t see Invoices in your account? You must bother person then Project Owner.

You can Create two Types of Invoice

  • Free-form Invoice.
  • Invoice for a billable time that has been tracked in task

  1. Create Free-form Invoice
  • Go to Invoice Tab and Click on New Invoice Button
  • You will see a drop-down below it Select Customer for which you want to create invoice and Select "Create A Blank Invoice" then Click on Next Button.
  • You will see the new Invoice Screen. Here you need to fill the appropriate Data, like Invoice Id, Invoice Issue Date, Invoice Due Date, Discount for Invoice, and Tax(s) if applicable.
  • Then Add Items for your Invoice, add Description of Item, Select Linked Project for it if any, Add quantity, Unit Price and Select Tax if applicable.
  • ‍Then if you want to save it as a Draft then Click on Save Draft Button that is Visible at Top Right Corner else Select Checkbox for Send Email that is at Bottom Left Corner. That will send email to Client and you if Selected(Send me a copy). Then Click on Save and Send.
  • Your Free form invoice is ready.

2. Invoice for billable time that has been tracked into task

  • Go to Invoice Tab and Click on New Invoice Button.
  • You will see the Dropdown below it. Select Customer for which you want to create invoice and Select "Create An Invoice For Tracked Time" then Click on Choose Project Button.
  • In Choose Project Screen first of all you can see the Projects that is of that Customer, Select Project for which you want to Create Invoice.
  • Then Apply Filter For your Invoice by selecting Radio Buttons.
  • Then Click on Review Invoice Button.
  • You will see the Invoice. Fill appropriate Data, like Invoice Id, Invoice Issue Date, Invoice Due Date, Discount for Invoice, and Tax(s) if applicable.
  • You can see all the Tracked Time Items are visible there, Bearbook Project will generate it automatically from your Tracked Time.
  • Then if you want to save it as a Draft then Click on Save Draft Button which is Visible at Top Right Corner else Select Checkbox of Send Email that is at Bottom Left Corner that will send email to Client and you if Selected then Click on Save and Send that will save an invoice.
  • You can drop us a Message anytime if you want to know anything about Bearbook from messenger, that is given at Bottom right corner.
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