It is recommended to create invoices for projects directly from the project area using the Invoice Project button located at the top right. This approach helps keep track of all invoices generated for that specific project.
Project Invoice Info
When invoicing a project, there are three ways to structure the invoice items:
- Single Line:
- Applicable: Not used if the project billing type is Task Hours.
- Item Name: Project name.
- Description: Includes all tasks and total logged time per task.
- Task Per Item:
- Applicable: Used for all billable tasks per item (not applicable if the billing type is Fixed Cost).
- Item Name: Project name + Task name.
- Description: Total logged time for each task.
- All Timesheets Individually:
- Applicable: Applies to all billable timesheets from tasks (not applicable if the billing type is Fixed Cost).
- Item Name: Project name + Task name.
- Description: Timesheet start time, end time, and total logged time.
Selecting Tasks to Bill
In Zuriey CRM, you have the flexibility to choose which tasks to bill when invoicing a project. To view the tasks eligible for billing, click on See Tasks That Will Be Billed on the invoice page. You can adjust your selections according to your requirements.
- If a task is not complete, a message will appear indicating "Not Complete" next to it when you click on See Tasks That Will Be Billed. Additionally, if a task lacks timers but you wish to bill it, a red message will be displayed.
- Tasks with future start dates cannot be billed by default; however, you can manually check them if necessary. By default, tasks with future start dates will not be selected for billing.
Important Notes
- All billed tasks will be marked as finished (if any unfinished tasks are found), and no notifications will be sent to assigned staff members regarding this change.
- Once a task has been billed, you cannot start timers or bill that task again. If you need to bill it again, you must recreate the task.
- If the customer has a different currency set than the default currency, the project currency will automatically adjust to match the customer's currency.
This structured approach to invoicing projects in Zuriey CRM ensures clarity and accuracy in financial management while providing flexibility in billing practices.