Overview

A billing report is designed to help create invoices to bill your customers with or review the internal costs of a project.

To run a billing report:

1. Click through Reports > Common tab > Billing report.
2. Select a date range from the range drop-down ("This month" is the default value).
3. Select a customer (optional) and project.
4. Select an option from the billing status drop-down list (available options: All, Billed, Not billed).
5. Select an option from the time entry approval status drop-down list  (available options: All, Approved, Not approved).
6. Specify a tax rate in the "Tax" field, if appropriate.
7. Select the "Group by activities" checkbox, if appropriate.
8. Click "Run" to run the report.
9. Optional: click the "Mark entries as billed" button. As a result, the time logs appearing on the report will be marked as "billed" in Time logs.

Here’s how a billing report looks like:

Exporting and printing out a report

As soon as a report is generated, you can export it to Excel or PDF, or some other available format.

To export a report:

1. Click the additional options button on the right end of the toolbar .
2. Click the format you want to save the report.
3. The report will be downloaded into your default downloads folder in the chosen format.

To print out the report:

1. Click the print button .
2. As your browser's printing dialog box opens, proceed to print out the report according to standard procedure.