Use the invoice report to create billing output from selected MindSalt time, expenses, clients, projects, and rates.
Notice: Invoice options appear only when the required report and security access are available. The generated invoice does not by itself change the underlying time or expense records.
Select what to include #
- Open Reports.
- Select the invoice report or invoice action shown in your account.
- Enter the date range.
- Choose the client, project, or other criteria shown.
- Enter the invoice number or related fields when required.
- Choose HTML or PDF if the report provides both formats.
Use focused filters and check that the selected dates match the billing period.
For example, to invoice one client for June work, select that client and the June billing dates instead of generating output for every client or project. A narrow selection makes it easier to verify that the correct time and expenses are included.
Create and review the invoice #
- Select Create invoice.
- Review every line, amount, address, date, and total.
- Confirm that billable time and expenses appear as expected.
- Select Print or download the PDF.
Modify an invoice #
Select Modify invoice to return to the options. Correct the criteria, create the invoice again, and review the replacement output.
If an amount is wrong because of a cost rate, billing rate, or billable setting, use the approved correction tools to fix the original time or expense record. Then create the invoice again.
Troubleshooting #
- A missing invoice action usually indicates report access or feature availability.
- Lines may be missing because of the selected dates, project, billable setting, approval status, or other report filters.
- An incorrect amount can come from the rate or billing value saved with the original time or expense entry.