Excel Attachments and Invoice Customization

posted by Paul on February 11, 2020

When it comes to invoicing, many clients have a specific format they prefer to see. Some clients prefer a quick summary without a lot of information on the actual invoice. And other clients prefer a detailed list of everything they are being billed for.

With that in mind, we've recently released some key invoicing improvements:

Excel Spreadsheet Attachments

Now you can choose to attach a spreadsheet to your invoice email with your time and expenses. We've got sensible defaults for the report settings, but you can customize the columns, titles, and totals for each client.

Invoice Spreadsheet Attachment Option — Enable this option to include a report spreadsheet.

Invoice Spreadsheet — A sample Excel spreadsheet attachment.

Spreadsheet Column Customization — Customizing the report settings for a client.

Configure Detailed or Summary Invoice Line Items

If you've chosen to include an attachment with the invoice, your client may want your invoice to be a quick summary without all the details. For that, you can group your time log line items as "One per Project". If you'd still prefer a detailed line item for each time entry, choose "One per Time Log". Regardless of this setting, every expense will continue to be a line item of its own.

Client Invoice Line Item Config — This option controls how line items will be generated on invoices.

Detailed vs Summarized Invoice Line Items — Invoices using "One per Time Log" are more detailed, whereas invoices using "One per Project" are summarized.

We hope our hard work makes your life easier. Leave us a comment, and let us know what you think!

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