Project groups allow you to invoice centrally across all the projects in the group.   This is handy if you need to issue the client one invoice for a number of separate projects.    You can also invoice per client across if the projects in the group have multiple billing clients.  Note: assigning a project to a project group will not prevent you from invoicing from within the project.

To invoice from a project group:

  1. Select the project group you need to invoice from the project group dashboard Projects -> Project Groups
  2. Click on Quick Invoice from the quick actions menu on the project group's detail page. This page will display the combine project actuals on all the group's projects to assist with the invoicing, specifically the timesheets, materials and task completion. 
  3. From the project group quick invoice screen:
    1. Complete the Invoice details:
      1. Invoice Description - displays in the WorkGuru invoicing templates and the first line of the imported invoice in Xero.
      2. Date - Invoice date.
      3. DueDate - Date invoice is due.
    2. Select the required invoice type:
      1. Percentage - Invoice this percentage of the forecast amount per project in the group. Suitable for full or deposit invoicing.
      2. Completed Tasks - Invoice the forecast amount of completed tasks per project in the group.   Suitable for milestone/phase progress invoicing.
      3. Actuals - Invoice the current billable timesheets and materials added to the projects in the group. Suitable for progress and time and material type invoicing.
    3. Select the required invoice output:
      1. 1 x Invoice per Client - Will combine projects in the group with the same billing client to the one invoice.  
      2. 1 x Invoice per Project - Will create an invoice per project.
    4. Click Create Invoices
  4. The project group will then display a summary of the draft invoices it has created.
  5. Review and approve the draft project group invoices either from the invoice summary or the drafts tab of the invoices dashboard.