Staff Rates Invoicing

If your workflow requires you to invoice task timesheets at the staff members individual billable rate, is managed in the project's quick invoice page.

From the project's quick invoice page, click Invoice Actuals at Staff Billable Rates from the Actions menu.

Billable tasks will then be populated by the rates of the staff who have submitted timesheets, overriding the task rate. Clicking on the expand icon will display the timesheet summary. You can invoice individual timesheet hours by entering the required quantity in the Carry Forward field.

If you have quoted or forecast specific staff hours to tasks, and would like to display the individual staff members time not the task, use the Reload with One Line per Staff Assignment function in the Actions menu.

This will split the tasks into individual task lines, with the assigned staff member appended to the task name. This allows you to invoice and display each staff member's timesheets as separate line item, as an alternative to invoicing individual timesheets on the one task.