Step-by-Step Guide to Creating a TimeLog Invoice on Your Dashboard

STEP 1: Click on "Work" to Access Your Dashboard

• Navigate to the left sidebar of the dashboard.
• Locate and click on the "Work" link.
• This will direct you to the work-related tasks and projects overview.
• Ensure to check the Policy Document Overview and Commission Overview sections for relevant information.

STEP 2: Click on "Projects" to Access Project Overview

• Navigate to the left sidebar and locate the Projects link.
• Click on the Projects link to view the project overview.
• Ensure you have the necessary permissions to access project details.
• Review the displayed project information, including status and deadlines.

STEP 3: Select "TaskMaster" Project

• Click on the TaskMaster project name in the project list.
• Ensure you are on the Projects page to view the project details.
• This action will allow you to manage or view specific details related to the TaskMaster project.

STEP 4: Click on "Invoices"

• Navigate to the "Invoices" section by clicking on the highlighted area.
• Ensure you are on the TaskMaster project page.
• This section provides access to invoice-related functionalities.
• After clicking, proceed to create a TimeLog invoice as indicated in the next step.

STEP 5: Click on "Create TimeLog Invoice"

• Navigate to the "Invoices" tab.
• Locate the button labeled Create TimeLog Invoice highlighted in the interface.
• Click on the button to initiate the invoice creation process.
• Ensure all required fields are ready for the next step, including the "Invoice Number."

STEP 6: Enter Invoice Number

• Click on the "Invoice Number" field (marked with an asterisk * for required input).
• Enter a unique identifier for the invoice.
• Ensure the number is clear and follows your organization's numbering system.
• Proceed to the next step by selecting "Invoice Date."

STEP 7: Select Invoice Date

• Click on the "Invoice Date" field to open the date picker.
• Ensure the date format is correct (YYYY-MM-DD).
• Select the desired invoice date from the calendar.
• Verify that the selected date appears correctly in the field.
• Proceed to the next step by selecting the "Due Date" field.

STEP 8: Select Due Date

• Click on the "Due Date" field to set the due date for the invoice.
• Ensure the date format is correct (YYYY-MM-DD).
• Review other required fields marked with an asterisk (*) to complete the invoice.
• Proceed to the next step by selecting "Time Log From."

STEP 9: Select "Time Log From"

• Click on the "Time Log From" field to specify the starting date for your time log.
• Ensure the date format is correct (YYYY-MM-DD).
• This field is essential for generating accurate time log invoices.
• Review other fields like Invoice Number, Due Date, and Time Log To for completeness.

STEP 10: Select "Time Log To"

• Click on the Time Log To field to specify the end date for your time log.
• Ensure the date format is correct (YYYY-MM-DD).
• This field is required; make sure to fill it before proceeding.
• After entering the date, continue to the next step to select Calculate Tax.

STEP 11: Select "Calculate Tax"

• Click on the "Calculate Tax" dropdown in the invoice form.
• Options may include "Before Discount" or "After Discount."
• Ensure to select the appropriate tax calculation method based on your invoice requirements.
• Proceed to the next step by adding the "Generated By" information.

STEP 12: Click "Generated By" to Select the User

• Locate the "Generated By" dropdown in the invoice form.
• Click on the dropdown to view available options.
• Select the appropriate user from the list to assign the invoice generation.
• Ensure all required fields marked with '*' are filled before proceeding.

STEP 13: Enter Item Name

• Click on the "Item Name" field in the Description section.
• Input the name of the item you wish to add to the invoice.
• Ensure the field is filled as it is required for invoice processing.
• After entering the item name, proceed to the next step to enter the quantity.

STEP 14: Enter Quantity for Invoice

• Click on the "Quantity" field highlighted in red.
• Input the desired quantity for the item.
• Ensure that any required fields marked with an asterisk (*) are filled out.
• Review the information before proceeding to the next step.

STEP 15: Enter "Unit Price"

• Click on the "Unit Price" field in the invoice form.
• Ensure you have filled in the previous fields: Invoice Number, Project, Client, and Quantity.
• The "Unit Price" field is essential for calculating the total amount.
• After entering the unit price, proceed to the next step to select "Tax."

STEP 16: Select "Tax"

• Click on the "Tax" field in the invoice form.
• Ensure that the "Unit Price" is already entered.
• The highlighted area indicates where to select the applicable tax.
• Look for any dropdown options that may appear after clicking.
• Proceed to the next step to write the "Description."

STEP 17: Fill "Description" in the Invoice Form

• Click on the Description textarea highlighted in red.
• Enter any relevant details about the item (this field is optional).
• Ensure to review other fields like Item Name, Quantity, and Unit Price for accuracy.
• Proceed to the next step by adding a Discount if applicable.

STEP 18: Click on "Discount" to Apply Discount in Invoice Form

• Locate the "Discount" section highlighted in red.
• Click on the "Discount" area to input the discount amount or percentage.
• Ensure all other required fields are filled out before proceeding.
• Review the total amount after applying the discount.

STEP 19: Click on "Note for the Recipient" Field

• Locate the "Note for the Recipient" section highlighted in red.
• Click on the field to activate it.
• Enter your message for the recipient (optional).
• Ensure the note is clear and relevant to the invoice context.
• Proceed to the next step by clicking the "Save" button.

STEP 20: Click on "Save" Button to Finalize Your Entry

• Ensure all required fields are filled out, including "Description" and "Note For The Recipient."
• Review the details for accuracy.
• Click the Save button located at the bottom of the form to save your entries.
• If needed, you can also click Cancel to discard changes.