Quick Start Guide
In this article, we will quickly show how Clerk Invoices work on real-life examples. Other Help Center articles will explain this information in more details.
What is Clerk Invoices?
Clerk Invoices is the Jira Cloud app, that helps to create invoices for your clients with automatically generated time and cost reports.
If you are using time and materials pricing model, Clerk can import time from Jira worklogs into an invoice in a few clicks! Of course, you can enter time manually or add fixed price invoice items or retainers.
Unlike other tools, Clerk is deeply integrated into Jira. Thanks to this, Clerk can filter imported invoice time in lots of different ways — by Project, Employee, Issue Type, Version, Component etc. You can even filter imported time by JQL.
Let’s see key routines that Clerk can help you with.
Finding Projects to Be Invoiced
Let’s imagine that we use time and materials payment model to charge clients. November 2020 is over, and we want to create invoices for the work done.
Let’s open Clerk Invoices app, navigate to the November 2020 and build monthly time report:
We see that the projects “Bankly Mobile App” and “Bankly Desktop App” that belong to one client have uninvoiced hours. So we mark them by ticks and create invoice with these projects:
Now we have the invoice with two time and materials items. Every item has a time filter by the project that we have selected on the previous step. So only the time that belongs to these projects will be imported from Jira. And Invoiced Dates field defines the date range that will be used for import.
Let’s import time for these projects and set hourly rates:
Let’s assume that we have bought stock images for the client. And the client has made an upfront payment for November. Let’s put these amounts in fixed price items of our invoice:
Now we can save our invoice!
Sending Invoices to Clients
To send our invoice to the client, we can enable an invoice secret link and send it to the client for payment.
The client could see detailed time and cost reports that are automatically generated by Clerk:
Now you know the basics of using Clerk Invoices! To learn more, please read articles in the Clerk Invoices Help Center.