Click on ‘Connect estimate’ and choose one or several estimates (this list include only the estimates created for this project’s client):

Click ‘Connect’ and from now on, you will see these Estimates’ activities on the ‘Project Activity’ tab:

Connect invoices

You can also connect invoices with projects in the same way as you did with the estimates. These invoices should be paid and not assigned to any other project.

If the invoice is connected you’ll see the amount on the sales chart as “manual hours”:

Please note that no hours from the project wont be marked as billed when connecting an invoice manually to it. Further, for projects with flat amounts as billing method no it wont calculate the amount from the connected invoice as billed amount from the flat amount.

You can disconnect the manually attached invoices at any time.
But in this table you will also see invoices that cannot be disconnected – these invoices have timesheets/expenses attached related to this project. Therefore, if you attached such timesheets/expenses (more here) to the invoice and pay this invoice – it will be displayed here automatically.

However, there can be cases where you didn’t add those hours with the invoice wizard. In that case you can mark hours manually as billed or rather add them manually to an invoice. Please note that this function is only available to admin roles.

Add timesheets manually to an invoice

1) Go to the project on “project activity”

2) Go to “mark hours as billed”

3) Select an invoice where timesheet will be internally added. The invoice would not be changes but the timesheets will be added internally to it. You only see paid invoices on that list. Next, select timesheet that should be marked as billed. You would not see unapproved timesheets or timesheets to non-billable tasks here.

After you click on “mark hours as billed” selected timesheets will be shown as billed on zistemo.

Please note that timesheets added manually to invoices won’t have any price and may adulterate your reports!