Converting Tasks to Invoices

Quick Start

When you finish work on a task, convert it to an invoice to bill your client for the hours tracked.

Select tasks using the checkboxes on the Kanban board or table list
Click Convert to Invoice
PineBill opens the invoice generator with each selected task as a separate line item
Review all line items, add customer details, and finalize the invoice

Each task becomes an invoice line item with:

Field	Source
Name	Task title, date range, and total duration
Price	Task hourly rate
Quantity	Total time spent (used to calculate the line total)
Description	Task description, if one exists

If the task currency differs from your organization currency, PineBill converts the hourly rate using current exchange rates.

Make sure the following are in place before converting:

Stop all running timers — Tasks with active timers cannot be converted. Stop the timer first so the final time is recorded.
Set an hourly rate — Tasks without an hourly rate will have a zero price on the invoice line item.
Check time entries — Review the total time spent and make manual adjustments if needed.

PineBill opens the invoice generator pre-filled with the task line items
The invoice is saved as a Draft — you can edit it before sending
Once the invoice is created, it is linked to the original tasks via the task's invoice field
You can view the linked invoice from the task detail sidebar