Contacts List — Billing & Invoicing (Template-based)
This page explains how the Contacts list shows billing totals and how those values are driven by Task Templates with billable pricing and optional auto-invoice.
How It Fits Together
Task Template
Turn Is Billable? ON and set a Rate/Amount
Set unit price/flat fee (e.g., 100)
Auto-Generate Invoice (Optional)
Automatically create invoices when tasks are verified/completed
Tasks Created
Inherit Template Settings
Each task carries the template's billable flag and amount
Billing Eligibility
Tasks become eligible for billing when Completed/Verified
Contacts List
Total Billable Tasks
Count of completed billable tasks
Unbilled Tasks
Completed tasks not yet invoiced
Due Amount
Sum of amounts from unbilled tasks
Configure a Billable Template
Navigation: Settings → Task Templates → (choose template) → Settings tab
Required Settings
Is Billable?: Toggle ON
Enable billing for this template
Amount: Enter unit price/flat fee
Set the rate (e.g., 100)
Optional Settings
Auto-Generate Invoice: Toggle ON
Create invoices automatically when tasks are verified/completed
Show in Sidebar: Toggle ON
Quick access for your team
Any task created from this template will carry these billing rules
Creating Tasks That Count Toward Billing
Process Steps
1. New Task → Choose Billable Template
Select a template with billing enabled
2. Assign to Correct Contact
Link the task to the appropriate contact
3. Complete/Verify the Task
Follow your workflow to mark as done
Result
Task added to contact's Total Billable Tasks
Appears in Unbilled Tasks if no invoice exists
Contributes to Due Amount calculation
Issuing Invoices
Manual Invoicing
From Contacts → Contacts list:
Find the contact row
Review Unbilled Tasks and Due Amount
Click Issue Bill
Invoice includes completed, unbilled tasks with their template amounts
Automatic Invoicing
Template with Auto-Generate Invoice ON
Invoice created automatically upon Verify/Complete
New invoice linked from the contact
Unbilled count drops to zero for those tasks
No manual intervention required for auto-invoiced tasks
What Each Column Means (Contacts List)
| Column | Description |
|---|---|
| Total Billable Tasks | Number of completed tasks linked to the contact where Is Billable? = ON (billed + unbilled) |
| Unbilled Tasks | Subset of completed billable tasks that haven't been included on any invoice yet |
| Due Amount | Sum of the unbilled tasks' template amounts (and any billable adjustments, if supported). Displays in green when ₹/$0.00 |
| Issue Bill (button) | Opens invoice creation for this contact using all unbilled items |