The billing section within projects has seen a great number of 3rd party integrations over the last few months, and this month is no exception. Thanks mainly to the feedback you guys sent in, we kept the pressure on and went right ahead and added in another billing integration.
We are now proud to announce Xero is now another invoicing application that you can send your billable time to so you can invoice your clients.
If you already use Xero and now you want to know how to hook your TeamworkPM account up so that you can send your invoices, below are the steps involved.
Once you have logged your time marked as billable it will move through into the billing tab. The aim of the game here, is to have no time sitting in the unbilled area. Anytime left here is work you haven’t been paid for, which is never good ;-)
Now for those of you who haven’t used the billing section before I will quickly run through from the start what to do here:
Step 1: Set the user rate for this project.
Step 2: Create a new invoice by clicking on Add Invoice, and filling the details.
Step 3: Pick the logged time that you wish to assign to the newly created invoice. You can either drag and drop the time onto the invoice or you can pick from the drop menu. You can create as many invoices as you like within a project to break up the invoicing.
Step 5: Pick the integration you wish to use. This time we are going to go with “Export ot Xero file”
Step 6: Enter the customer name and the click on “Generate file”. This generates a .csv file that can then be imported into Xero.
Step 7: Load up you Xero account and click Accounts and choose Accounts Receivable from the drop-down menu, then click on import.
Step 8: Locate your Teamwork Invoice file you just downloaded and click Import.
For those of you using Xero we really hope you find this integration helpful and as always, any feedback or comments please let us know.