The post “Project Task Plan Billing Using SharePoint” discusses how a project/job manager can set the project’s monthly billing based the hours charged to the project. The Excel spreadsheet referenced in that post, has all the data to be included in the monthly billing. Based on that data, we can easily produce a spreadsheet similar to the one below to send to the customer. This example is for the billing period April 1, 2016 to April 30,2016. The previous billed amounts were for the month of March.
We can then attach the spreadsheet to a word cover letter or even embed the spreadsheet in the Word document. A simple example is presented below. You can use Excel and Word’s rich features to develop a bill to meet your specific needs. This cannot be done in QuickBooks.
Additionally, you can establish a SharePoint folder in Service Delivery subsite’s document library to keep Jim’s bill and other relevant project documents.