SimplyDo
Business Management
📄
Invoices
⏱️
Timesheets
👥
Clients
✅
Tasks
👤
Resources
📊
Reports
🏢
Company
⚙️
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Invoices
+ New Invoice
All
Raised
Paid
Clients
+ New Client
Tasks
+ New Task
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New Task
Task Name *
Client *
Select a client
Billing Title
— Select billing title —
Tasks with the same billing title are grouped into one invoice line item.
Default Rate (per hour)
Status
Active
Completed
On Hold
Description
Assigned Resources
Select which resources can log time against this task.
Cancel
Save Task
Resources
+ New Resource
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New Resource
Name *
Email *
Role
General User
Admin
Default Rate (per hour)
Passcode
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Save Resource
Timesheets
+ Log Time
Client:
All Clients
Month:
Filter
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Log Time
Client *
Select a client
Task *
Select a task
Resource *
Select a resource
Date *
Hours *
Rate (per hour)
Notes
Cancel
Save Entry
Revenue Reports
Period:
Monthly
Quarterly
Yearly
Status:
All Invoices
Paid Only
Unpaid Only
Refresh
Revenue Summary
Revenue Forecast
Revenue by Client
Company
Edit Details
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New Invoice
Client Information
Client *
Select a client
Invoice Details
Invoice Number *
Invoice Date *
Due Date *
Month
Month Start Date
Month End Date
Currency & Conversion
Invoice Currency *
USD - US Dollar
EUR - Euro
GBP - British Pound
INR - Indian Rupee
CAD - Canadian Dollar
AUD - Australian Dollar
JPY - Japanese Yen
CNY - Chinese Yuan
CHF - Swiss Franc
SGD - Singapore Dollar
Conversion Rate to Org Currency *
Rate to convert invoice currency to organization currency
Line Items
⏱️ Pull from Timesheet
Auto-populate line items from timesheet entries for the selected client & month
+ Add Line Item
Subtotal
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Save Invoice
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New Client
Client Name *
Primary Contact Name
Address Line 1
Address Line 2
Email
Billing Titles
Billing titles are used to group timesheet entries into invoice line items.
+ Add
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Save Client
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Edit Company Details
Company Information
Company Name *
Email
Address Line 1
Address Line 2
Address Line 3
ACH Payment Details
Account Holder
Bank Name
Account Type
Account Number
ACH Routing Number
Account Currency
Bank Address
Powered By
Wire Transfer Details
Account Holder
Bank Name
Account Number
IFSC Code
Swift Code
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Save Company
Settings
Company Logo
No logo selected
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Recommended: PNG or JPG, at least 200px wide
Theme Colors
Primary Color
Secondary Color
Organization Currency
Organization Currency
USD - US Dollar
EUR - Euro
GBP - British Pound
INR - Indian Rupee
CAD - Canadian Dollar
AUD - Australian Dollar
JPY - Japanese Yen
CNY - Chinese Yuan
CHF - Swiss Franc
SGD - Singapore Dollar
USD Conversion Rate
Conversion rate from organization currency to USD (leave 1.0 if org currency is USD)
Reset to Defaults
Save Settings
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Invoice Details
Edit
Generate PDF
Confirm
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Confirm