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Exporting a report into an 'invoice' format

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Level 2

20-07-2018

I would like to use the data that exists against each project, (i.e. client name, reference number, planned hours) and export it into a templated pdf. This templated pdf would then contain a header and/or footer with the relevant information you would usually associate with an invoice (company address, VAT number, contact detail, payment terms, bank account details etc). We can then use these PDFs for invoicing purposes.

Exporting each report/project as a PDF already exists as a feature, so hopefully using customised templates is a relatively achievable feature WF could develop.

Thanks!

1 Comment

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Level 2

07-08-2019

Yes, I have been wanting to create invoices by exporting hours report by resource or project with customer name, project name, etc. at the top. I believe this would require customizing the layout with the report containing all the data and a header/footer with additional info that we could customize. This would save a lot of manual data entry and potential errors transcribing to Quickbooks. (Another option is to export directly to quickbooks!)