You can create invoices directly from awork with the billing integration. The integration works with the following tools:

Set up integration

Set up the integration in awork

To set up the billing integration go to settings / integrations. Now you can select your billing tool.

Then you need to enter the API key from your billing tool. (See below how to get the API key from your billing tool.) Just copy and paste the key into the field and click on save. Now the integration is activated.

Get API key from the billing tool

sevDesk

You can find the API token under settings / user.

Lexoffice

Since 12.07.2020 Lexoffice is being integrated via oAuth 2.0 authentication. If you start an integration to Lexoffice from awork, you will be forwarded to Lexoffice and have to log in with your Lexoffice credentials. You are then redirected back to awork and can use the integration directly. The exchange of API keys is no longer necessary.

The integration is valid until the user (who authorized the Lexoffice integration) removes or blocks the authorization of awork in Lexoffice.

You can find the API token under Admin / API Clients.

Create invoice

You can create invoices from time reports. Just click the dollar icon in the top and select create invoice.

Now you will be shown an overview of all your billable, not-billable and billed times.

Using new invoice vs existing draft

In this step, you can decide if you want to create a new invoice or use an existing draft.

Select level for positions

Now you can select the following options for your invoice positions:

Groups = Positions: only the group titles with the sums of the groups will be used as invoice positions (this option is only available if you have grouped the time report!)
Sums = Positions: only the summed time entries will be used as invoice positions (this option is only available if you have activated sums in the time report!)
Times = Position: every time entry will be an invoice position.

Position text and quantity unit

The next step allows you to select which entity should be used as text for the position. There are the following options:

Project name
Task name
User name

Furthermore, you can decide if you want to bill the times by days or hours. One day will always be eight hours.

Adjust data and enter prices

Now you can enter a price for each position. You can also add or edit data. There are the following options:

Change the name of the position
Change the number of hours/days
Delete positions
Change the order of positions
Create new positions

Mark time entries as billed and create invoice

The last step allows you to set all the time entries as billed and create the invoice in your billing tool. You can now close the window or go directly to the invoice in your billing tool.

Billing Integration