Kiwili Disk Save all your documents in one secure location.Cash flow Forecast your cash flow and avoid a decline in your liquidity.Expenses Add all your company’s expenses and business costs.Tasks Organize your work and projects by creating your tasks online.Time tracking Plan, collaborate and track your projects online.Projects Plan, collaborate and track your projects online.CRM Organize your customer, prospect and supplier database.Purchase orders Manage your purchase orders, stock and inventory.Estimates Create, customize and send your quotes to your customers.Invoicing Create your invoices, send them and get paid quickly.Please read the Clerk Invoices Help Center for more information.
#CREATE INVOICER HOW TO#
Now you know how to automate creating invoices in Clerk using Invoice Generator. The app will analyze all Jira time and automatically build only those invoices that have work done for selected dates. You even don’t need to know who worked on what.
#CREATE INVOICER GENERATOR#
With Invoice Generator you can generate dozens of invoices in a few clicks. And we have all invoices for January 2021 generated:Īs an output, we get regular invoices, that could be edited or duplicated just like invoices that are created manually. All we need is just click Generate Invoices. All invoices templates that don’t have invoice generated are also selected automatically. The invoiced dates are selected automatically for January 2021. Let’s navigate to the January 2021 and open Invoice Generator. Let’s imagine that January 2021 is over, and we want to create invoices for the work done. Invoice templates look very close to regular invoices (see the previous article). Creating Invoice Templatesįinally, let’s open our “Bankly” and “Profitcom” clients and create an invoice template for each of them. It will be used for charging “Profitcom” client. The same way we can create another “Profitcom” price list with different rates. Now, let’s create a price list that will be used for most of our clients. Let’s create a default team scheme that defines what roles employees play in our company. You can create any number of roles that you have in your company: In Settings, we have a list of roles that will be used in team schemes and price lists. You can read more about it in the Bulk Invoicing with Invoice Generator article. Invoice Generator imports time from Jira for every invoice template, splits imported time by roles and applies corresponding hourly rates from price list to calculate the amounts to be invoiced.When the billing cycle is over (month, week or custom time span), you set dates range that should be invoiced, select multiple invoice templates from the list and click Generate Invoices.You can create multiple price lists to reflect custom prices for specific clients. For example, you charge $70/hour for a middle developer and $90/hour for a senior developer. Price lists define hourly rates for roles.You can create multiple team schemes if you have custom team setups for specific clients. For example, you can add John Brown and Bob Clinton as a senior developer in the team scheme. Team schemes define what roles employees play in your team.
The difference is in time and materials invoice items: instead of directly applying time filters by employees and setting an hourly rate, you set a team scheme and a price list. Invoice template looks exactly like invoice described in the previous article.Every invoice template produces one invoice.It will be very useful for cases when you charge your clients using time and materials pricing model. Invoice Generator uses invoice templates to generate multiple invoices for multiple clients at once.
Other Help Center articles will explain this information in more details. In this article, we will quickly show how you can automate creating invoices in Clerk using Invoice Generator.
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