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Thread: Is it possible to convert completed project tasks to billable items for a client?

  1. #1
    Join Date
    Feb 2008
    Posts
    33

    Default Is it possible to convert completed project tasks to billable items for a client?

    As the title says. I'm aware of the "Bill for task time entries" button, but in one case I had a number of manually added billing entries for that client, and I want to bill one invoice that includes them all.

    I wish there was a button next to "Bill for task time entries" called "Create billable items from completed tasks".

  2. #2
    Join Date
    May 2012
    Posts
    1

    Default

    I need the same solution, would be great not to have to copy and paste each task into a billable item, but instead generate and be able to invoice based on a invoice due date later on..

  3. #3
    Join Date
    Feb 2008
    Posts
    33

    Default

    Quote Originally Posted by nzrobert View Post
    I need the same solution, would be great not to have to copy and paste each task into a billable item, but instead generate and be able to invoice based on a invoice due date later on..
    Very much agreed, good idea!

  4. #4
    Join Date
    Nov 2010
    Posts
    5

    Default

    Quote Originally Posted by nzrobert View Post
    I need the same solution, would be great not to have to copy and paste each task into a billable item, but instead generate and be able to invoice based on a invoice due date later on..
    +1 for "add billable item" next to task in PM module. Then have the billable item show up in the usual place with a new field which shows who added the billable item.

  5. #5
    Join Date
    Nov 2010
    Posts
    5

    Default

    +1, this is an important addition because employees shouldn't decide when to send an invoice for their items in the PM. It needs to be reviewed and the billable items edited and added to the other manually placed billable items in the usual monthly billing section.

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