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Billable Hours For Tasks app

Billable Hours For Tasks is an app that allows creating invoices and timesheets for tasks.

How to install the app

Go to the Applications > Tasks section. Find the Billable Hours For Tasks app and click View:

Click Install. Read and agree with the License Agreement and with the Privacy Policy > click Install:

Click Finish.

Add tasks

To use the Billable Hours For Tasks app, go to workgroups, contacts, companies, deals or tasks.

In this article, we will use the app for tasks created in a workgroup.

Go to the Workgroups section > select a workgroup > create a new task.

Specify the task name > select a deadline > enable the Time tracking option > specify the Task planned time.

Scroll down and select the CRM element that will be a counterparty. In our case, it'll be a contact.

Let's add two more tasks in the same way.

Create a timesheet

After adding tasks, go to the Billable Hours For Tasks section.

Click Create > Create new timesheet to create a new timesheet.

Select tasks that you want to be displayed in the timesheet. You can edit the name of the timesheet by clicking on its name.

Select the time period that this timesheet is built for. Specify how much time is planned to be spent on completing each task.

You can also select how tasks will be displayed in the timesheet. There are two options: "by task" or "by responsible". In the first case, each task will be displayed separately, but if you select "by responsible", tasks will be sorted by the responsible person.

You can add a note to the timesheet. To delete a task from the timesheet, click the corresponding button.

Click Create document to save the timesheet.

Click on the name of the timesheet to download it.

That's how the timesheet will look like:

Create an invoice

After completing tasks, you can create an invoice and send it to the counterpart.

Go to the Billable Hours For Tasks section > click Create > Create new invoice.

Select your company in My company section. Details of this company will be displayed in the invoice.

You can add your company details in the CRM Settings section. Learn more - My Company Details.

Select completed tasks. These tasks must be bound to the same counterpart (contractor). If they are, the counterpart will be automatically added to the Contractor section.

If tasks are bound to different CRM elements, or if you try to add a task that is not bound to any CRM element (counterpart), you'll get an error message:

In this case, you need to edit tasks highlighted with red and bind them to the CRM element (counterpart).

Select the time period that this invoice is created for and specify hourly rates.

If you've enabled the Time tracking option when creating a task, the task duration will be automatically added to the invoice.

Click Create document to save the invoice.

Click on the name of the invoice to download it.

That's how the invoice will look like:


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