Creating an Invoice

There are three ways to create an Invoice:

Invoices can be created manually, by completing and submitting the New Invoice form. Just follow the steps and fill in the blanks!

If you wish you can choose a Currency and Language. When you select a Company from the drop-down list, activeCollab will automatically load the company address that you have set in the People section. Additionally, you can select the Project you are creating the invoice for too.

The next group of fields allows you to list products and/or services that you are billing the customer for. Fill in the Unit Cost, Quantity, and choose the predefined Tax Rate. You can add several items to one Invoice. The system will calculate the Total, Subtotal and Total Due after you finish adding all your invoice items.

Invoice Notes can also be included with your Invoice. You can use a template, or enter a custom note. Notes will be visible on your PDF-issued Invoices as well.

Finally, you can provide an Invoice comment that is visible only to you, but not to the client. This field can be used for any additional information that you wish to track internally.

While logging time, you can mark hours as billable:

Using Time Reports you can then run reports and see billable hours that match specific criteria. These reports can also be used to create an invoice, where all billable hours will be calculated together and multiplied with a default hourly rate that you have set for a given currency.

To create a new Invoice based on a time report, just click on the New Invoice link at the bottom of the report:

Invoices can also be created from billable hours you track for a particular Ticket. A simple form will allow you to log time; create a short summary; and mark those hours as billable:

To create an Invoice from a ticket, visit the Ticket Details page and click on the Create Invoice link from the list of options on the right: