📂 Category: Tasks
The Bill Tasks feature in Buscoou PRO allows you to directly invoice tasks that are linked to a specific customer. This feature ensures accurate billing for completed tasks that are not part of a project.
1️⃣ How to Invoice Non-Project Tasks
When creating an invoice for a customer, follow these steps:
1️⃣ Navigate to Sales → Invoices and click Create New Invoice.
2️⃣ Select the Customer to whom the tasks are assigned.
3️⃣ Click on the dropdown "Bill Tasks", located next to the item selection dropdown.
4️⃣ The list will display all completed tasks linked to that customer. (Note: Tasks related to projects are excluded; see next section for project tasks billing.)
5️⃣ Select the tasks to be included in the invoice.
6️⃣ Save the invoice, review the details, and send it to the customer.
2️⃣ Invoicing Project Tasks
For tasks that belong to a specific project, follow a different process.
📌 You can read the full guide on How to Invoice Project Tasks. (Insert link to the "Invoicing Project" section for quick access.)
Why Use Task Billing?
✔️ Ensures Accurate Billing – Directly links completed tasks to invoices.
✔️ Saves Time – Eliminates manual tracking and calculation of billable tasks.
✔️ Improves Financial Organization – Keeps invoicing streamlined and linked to real work done.
By using the Bill Tasks feature, Buscoou PRO makes task-based invoicing efficient and transparent. 🚀
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