How do I create invoices for a billable task?

Those of you in the service industry (such as Beauty and Wellness, Travel, etc.) can easily create invoices using Billable Tasks.

The More option in Tasks, Projects, and Contacts now lists Invoices. You can generate invoices on a Project for completed tasks and for a customer from the Contacts page. 

How does this work:
- You can create an invoice for tasks for which the status is Completed and marked as Billable. Clicking Generate Invoices from Projects will let you select the billable task to add to the new invoice. In this Billable Tasks list, only Tasks with the status as Completed and marked as Billable are displayed.
- You can create an invoice from Contacts by adding billable tasks created for the Contact. Clicking the invoice displays the Choose Line Items pop-up where you can select the task radio button to add a billable task in invoices or the product/services radio button to select product/services for invoices.
- When you create an invoice, the invoice record title is copied from the task title. The Invoice subject will be copied from the task title if the invoice is created for a task or project. If the invoice is created from a project or contact the last name of the contact is used for the Invoice.
- The services linked in the Item Details block for a Billable task are automatically added as line items in the new invoice. The task title will be copied to the line item description of the Invoice. Other details that are captured include the rate of that service (Unit Selling price), billable time spent on the task (Quantity), Currency, Tax mode, Charges, Taxes, etc., (as per the configuration made in the CRM).
- You can also use task time logs to enter the number of hours taken to complete a task. Once the invoice is generated the task is marked as Invoiced.
Note:
- To generate an invoice the following conditions have to be met - task stage should be completed, and the Is Billable field should be enabled. Only then Service and Rate fields are displayed.
- If you have enabled a task as Billable, the Service lookup field will become mandatory and you must select the service for the task.
- When you select a service, a pop-up will appear asking you to confirm if you want to update the Task's Rate field with the Rate field value of the selected service. On confirming, the Rate value is picked for the billable Task. The Rate field is editable.

For each billable Task created, you can add Timelogs either manually or by clicking on the Start timer in the Task Summary View. if the time log is not added, the quantity of the line item is displayed as 0. You can mark Timelogs as Billable or non-Billable by enabling the check box in Timelogs. All these Timelogs added will appear in the related tab of the Task record with Time spent details in Days/Hours/Minutes.

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How do I create invoices for a billable task?

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