Create a Work In Progress report

Updated at August 24th, 2021

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1. Click Time on the global navigation bar.2. Select WIP Report from the slide-in menu.3. As needed, change the date filter by clicking on the date dropdown menu.4. Select a Contact from the list.5. Check all time entries you want to add to an invoice.6. Click Invoice Entries to add the time entries to an invoice.7. Complete the invoice by following the Create an Invoice guide.

You can create reports for any Work In Progress you have with a client. WIP reports can then be added to invoices, allowing you to bill clients at any time while working on a project rather than only once the project is complete.

Roles/permission:

Roles: Admin
Permissions: Reports

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Create a Work In Progress report

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Table of Contents

1. Click Time on the global navigation bar.

2. Select WIP Report from the slide-in menu.

3. As needed, change the date filter by clicking on the date dropdown menu.

4. Select a Contact from the list.

5. Check all time entries you want to add to an invoice.

6. Click Invoice Entries to add the time entries to an invoice.

7. Complete the invoice by following the Create an Invoice guide.

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