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Multiple Projects on One Invoice in Timesheets MTS

By Mark Nemtsas at 11:35 AM

Based on my experience on working with contractors it is not all that unusual to receive an invoice for every project they happen to be working on with you. In some cases this isn't a bad thing and actually makes your ( the customers) internal accounting procedures a little easier. Of course some customers don't like getting one invoice for every project and would prefer to receive one invoice bundling up charges for all projects that you, as the consultant, are working on. Timesheets MTS allows you to use either of these two methods. In a nutshell here's how to do it:

  1. Log into Timesheets MTS with a user account that can generate invoices (financial user or super user) and go to the Invoices screen (using the main toolbar).
  2. Click the New Invoice button.
  3. Give the new invoice an invoice number (if you don't have auto numbering switched on) and select the invoice customer.
  4. Now we have to allocate billable activity to the invoice. Click on the Invoice Line Items tab and then click the Get Invoice Line Items button.
  5. On the left hand side of the new window that will pop up you can see a project list. This is where you can choose to invoice one, many, or all of the projects for the selected customer. Just select the projects you want to invoice.
  6. Select the date range for the activity you are going to bill, and then click the Get Details button to get the billable activity. If you are happy with the details click the Accept Details button. You'll be taken back to the main Invoice screen now.
  7. If you are happy with the invoice you can now save it, and print it out for issuing to your customer.
So that's all there is to it. As usual please email us with any questions.

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