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Billing Automation with sevDesk

Learn how to create invoices with sevDesk

Updated over 2 months ago

Create invoices

In this short video you will learn how easy it is to create an invoice in CoffeeCup:

Invoices can be created from any area of CoffeeCup, such as the Project Board or the analysis of projects and time entries, among other places. Once the function is activated, a selection dialog box will appear where you can select a project intended for invoicing, or one that is already pre-selected.

Billing of projects

For fixed price projects, you can freely choose the amount to be billed as long as there is enough budget remaining.

For projects billed on a time and materials basis, the sum of the unbilled time entries within the specified time period is always used, instead of a variable amount. For example, if your team tracked 100 hours at an hourly rate of €95.00 on a project in the previous month, an amount of €9,500.00 will be transferred from CoffeeCup to sevDesk.

After you have selected the period to be billed and clicked the "Continue with sevDesk" button, you can select the way of creating the invoice items and specify whether you want to attach a performance record to the invoice.

After you have selected the amount to be billed and the billing period and clicked on the "Continue with sevDesk" button, you will automatically be redirected to your invoice in sevDesk. The client (if you have imported your clients as described above), the billing period and the invoice amount will be pre-filled.

Afterwards, you can easily send the invoice to your client via e-mail, mail or fax.

Monitoring incoming payments

CoffeeCup provides a convenient way to track your outgoing invoices. You can view the amount, date, and due date of your most recent invoices.

Once you have connected your sevDesk account, you can add the "Open Invoices" module to your dashboard. You can remove it at any time or create it again using the "Add module" function.

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