In many service companies – including software service providers – time tracking plays a major role. To keep track of billable working hours and to create invoices efficiently, we use the software Clockodo for time tracking and SevDesk for invoicing. Thanks to an automated integration between the two tools, we can create invoices from the project time reports with just one click. In this post, you will learn how this process works and how your team can also benefit from it.
Yes, we at agsolutions also purchase software! 😉
Why Clockodo and SevDesk?
Clockodo is a versatile tool for time tracking, allowing detailed recording of projects, clients, and tasks. This way, we always have an accurate overview of the working hours dedicated to each project.
SevDesk is an intuitive accounting software that helps us create and manage invoices, record payments, maintain customer master data, and much more.
The combination of these two tools allows us to transfer the recorded working hours directly into invoices, without needing to switch back and forth manually between the systems.
The Benefits of Integration
Through the seamless integration of Clockodo and SevDesk, we can:
Save time: Invoicing occurs without complicated, manual data transfer.
Minimize errors: Since no data is transferred manually, we avoid number transpositions and other mistakes.
Create transparency: Our clients receive accurate invoices with all relevant information, times, and costs.
This is how the automated process works
Time tracking in Clockodo: At the beginning, our team members record the time spent in Clockodo. Each entry is assigned to a specific project and client. Thus, a complete time tracking record is created over the course of a project.
Transfer of time records to SevDesk: With just one click, we can transmit the hours collected in Clockodo to SevDesk at the end of a billing period. This transfer occurs automatically, ensuring that all recorded times are received correctly and completely.
Automatic invoice creation in SevDesk: Once the time tracking data is available in SevDesk, we can directly generate an invoice from it. The integration ensures that all necessary details such as hours, hourly rates, and client information are included in the invoice. This saves us a tremendous amount of time, as the invoicing process is kept very streamlined this way.
Sending and tracking the invoice: The completed invoice is then sent directly to the client in SevDesk, and the system also takes care of tracking payments.
Implementation of Integration
Basically, no technical knowledge is required for a simple integration of the two systems. It is best to take a look at the following articles:
Conclusion: One click to the final invoice
The integration of Clockodo and SevDesk has significantly optimized our processes. What used to involve a lot of manual effort is now done with a single mouse click. The collaboration between both tools allows us to focus more on the essential work while still providing our clients with detailed and transparent billing.
Do you also want to increase the efficiency of your billing processes? Rely on smart integration of tools like Clockodo and SevDesk! If you have questions about implementation, or a complex billing workflow that requires technical know-how, feel free to contact us – we share our experiences and give you tips for implementation.
