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Clients and Invoices

Last Update 3 bulan yang lalu

Clients & Invoices Clients Management Invoicing & Reports

Invoicing & Reports

Team Truedoit

Last Update 3 bulan yang lalu

1. How to Generate an Invoice

Introduction:
Turn your completed tasks into invoices in just a few clicks.

Steps:

  1. Go to the Invoices section.

  2. Select a Client.


  3. Choose completed tasks you want to bill for.

  4. Add:

    • Hourly rate or fixed price

    • Tax (if applicable)

    • Notes or payment terms

  5. Click Generate Invoice (PDF).

Result:

  • Invoice is generated as PDF.

  • You can download or share it directly.

2. How to Export Tasks as a Report

Introduction:
Exporting reports helps track work and share updates with clients.

Steps:

  1. Go to Reports section.

  2. Choose export type:

    • CSV (spreadsheet)

    • PDF (print-ready)

  3. Select date range or client (optional).

  4. Click Export.

Use Case:

  • Share timesheets with clients.

  • Track your personal productivity.