Customers can be invoiced according to the total hours worked by an employee for that customer. The precise count of billable hours can be monitored through a Timesheet.

Each submitted Timesheet by an employee can trigger the creation of a sales invoice, facilitating customer billing.

1. How to Create a Sales Invoice from A Timesheet

1. Once the Timesheet is submitted, click on ‘Create Sales Invoice’.
2. Enter the Item Code and name of the Customer who has to be billed against this Timesheet. The Item could be a Product as well as a Service. Click on ‘Create Sales Invoice’.
3. All the details of the Timesheet will get auto populated in the Sales Invoice.
4. The posting date and time will be set to current; you can edit after you tick the checkbox below Posting Time.
5. Optionally, you can include payments for POS or make this a credit note.
6. Save and submit.

To automatically populate details in a Sales Invoice, click on the ‘Get items from’ button. Details can be fetched from a Sales Order, Delivery Note, or Quotation. Information such as Customer PO, Address and Contact Number, Currency and Price List, and Items will be automatically filled in.

2. Features

Additional information to consider when creating a Sales Invoice from a Timesheet:

• Accounting Dimensions: Accounting Dimensions allow you to associate transactions with specific territories, branches, projects, etc. This facilitates separate viewing of accounting statements based on selected criteria. For further information, please refer to the Accounting Dimensions page.
• Timesheet List: As the Project originates from a Timesheet, the Timesheet details will be automatically retrieved. You can click on ‘Add Row’ to include additional Timesheets in this Invoice.

All other details can be included in the Sales Invoice as you would typically do.

3. After submitting

Once you have submitted the Sales Invoice, the details like ‘Total Billed Hours’, ‘Total Billed Amount’ and ‘% Amount Billed’ will get updated in the Timesheet. Further, a Salary Slip can also be generated from the Timesheet.