New: Direct Invoicing Tool Integration

Awork New Feature Invoice Tools
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Attention all hardworking billers: you’re going to love this new awork Premium feature!

At the end of this year, we developed some really cool new features for you and your team that make working in awork even easier.

From now on, you can have your tracked time in awork directly converted into an invoice, edited and sent to your clients. We have now integrated three invoicing tools into awork that you can choose from. Since you can only evaluate your times individually with the premium feature, the integration of invoicing tools is also a premium feature.

In this article we explain what the new function in awork can do and how it works.

Create invoices with awork

With the awork Premium Plan, you can not only individually evaluate your tracked working hours, but now also invoice them directly. We have integrated three invoicing tools:

From now on you can calculate your times directly with this new feature.

Connect awork and the invoicing tool

Of course, the prerequisite is that you first create a link between the tool and awork. This is done via the API of the programme.

If you need help, take a look at our Helpcenter article, where we have summarised everything you need to enter the API token and link the invoicing tool to your awork. You will also find the link to set up the API in the corresponding awork window.

Connect awork and the invoicing tool
Connect awork and the invoicing tool

Generate an invoice

Via your time reports (which you can find in the menu on the left side under Workspace) you can easily select your preferred invoicing tool. Alternatively, you can go via Integrations in the awork menu and select an invoice tool there.

In your time tracking menu, you now have the possibility to select one or more filters that you would like to have analysed. Then click on the dollar symbol and select Create invoice.

An additional window will then open, where you can choose between a total of three invoice tools.

Select an existing invoice or create a new one

If you have selected one of the three invoicing tools, another window will open, which then offers you a small graphic representation of your billable times.

Depending on the selected integration, you can now decide whether you want to edit an already existing bill or whether you want to create a new one. In case you are trying this integration for the first time, simply select the option to create a new invoice.

Depending on the time tracking filters you have set, awork will offer you the corresponding selection options of the positions that should appear on your invoice.

In the next step, you can give the invoice a name and set a price for your billable hours. At this point, you also have the possibility to add further positions to your invoice or to delete others. Furthermore, you can easily sort and arrange the individual positions by dragging and dropping.

The fifth step involves deciding whether you want to mark your worked hours as billed or not.

Your hard work – your invoice

By clicking on Create invoice, you will be forwarded to the corresponding tool.

After you have logged in, your invoice, including your times from awork, is displayed. Here, you still have the possibility of filling in some fields with required information, such as the name of the client, the invoice date, or the subject.

When you create a new invoice in awork, choose a meaningful subject, because you will find this invoice under this name in awork afterwards. This is very practical if you want to change the invoice later and add more items and tracked working time.

Very important: when you first save your invoice in the invoicing tool, it will be suggested to you in your awork space, allowing you to update it. At the time of writing, this works for both sevDesk and HQ.

Who might this feature be of interest to?

In principle, this new function is advantageous to all awork users, who want to continue calculating their worked time.

The following initial situation: you are working with your team on the creation of a new website for a client. Some juniors, but also the senior graphic designer, for example, are involved in this project. This means that your times have to be billed differently, as a senior’s hour is more expensive than that of a junior.

The client may not only have hired your company for this one project, but you are also developing a new online marketing strategy for them at the same time.

Since the client pays you by the hour, the hours are recorded on the two projects by all colleagues involved. Thanks to awork’s individual time report, you can show the client a breakdown of each employee or the two projects.

With this new invoicing tool, you can stipulate the position, as well as the price.

With this new feature, you can now send the client an invoice directly from the tracked times per project. All you have to do is set the appropriate filters in the time reports, which are to appear on the invoice (e.g., filter according to the project and the individual employees), and then have your times calculated further, with the help of one of the three invoice tools.

Good to know: if you already wish to get started with the creation of an invoice, but the project isn’t finished yet, you can just save the bill in awork and come back to it later. At the time of writing this article, this is only possible with HQ and sevDesk.

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