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Opserly Documentation

Step-by-step guides for every module — from your first login to invoicing, field jobs, workflows, and reporting.

Create an invoice from timesheets

Convert approved billable hours into invoice line items automatically.

The fastest path from work performed to cash collected is timesheet-driven invoicing.

Create an invoice from timesheets
  1. 1

    Approve timesheets

    Managers approve timesheets under Timesheet Approval (or via workflow).

  2. 2

    Open Invoices → New

    Select the customer and project. Choose Generate from timesheets.

  3. 3

    Review line items

    Billable hours appear as line items with rates from resource assignments. Adjust descriptions if needed.

  4. 4

    Submit and send

    Save, generate PDF, and email to the customer contact. Payment status tracks when they pay.

Record a customer payment →