Note: To create invoices, you first need to enable Invoicing in the Workspace settings.

Create invoices for clients based on tracked time, and mark entries as invoiced so you don’t double bill clients.

Invoicing is an extra feature, which you can enable by upgrading your workspace to Standard, Pro, or Enterprise plan.

Creating invoices #

  1. Enable Invoicing in the Workspace settings
  2. Go to Invoices page from sidebar
  3. Click Create invoice
  4. Choose client
  5. Change currency, invoice number, and issue/due dates (if needed)
  6. Click Create
  7. Manually add items to the invoice or import your tracked time
  8. Download PDF

You can enter what the invoice is about in the Subject field (which will appear at the top of the invoice), and you can enter additional information at the Notes fields (which will appear at the end of the invoice).

You can also duplicate an existing invoice to quickly create a new one with all the same information which you can then change (any imported time entries won’t carry over their dependency).

Bill from name, address, and logo are taken from your Workspace settings, and Bill to address is taken from the client (you can edit client address by going to the Clients page and click on the edit icon for some client).

Managing invoices #

On the Invoices page, you can see all your invoices, mark them as Sent/Paid/Void, and filter by status.

You can also edit, delete, and change status of an invoice by clicking on some invoice, and then choosing an action from the Actions dropdown in the upper right corner.

Invoices that are marked as paid can’t be edited. To edit a paid invoice, you first need to mark it as either Unsent or Sent.

You can add Tax and Discount to each invoice. Just click what you wish to add, enter number, and it will be added to the invoice in form of a percentage. Discount is applied to the invoice’s subtotal, and then the Tax is applied on the final result.

If you’re using Tax 2, you can choose how it’s calculated by going to the Invoice page > Settings > Defaults tab, and then clicking Add second tax to get the Taxation Mode options (this setting is applied to all your invoices):

  • Simple – both taxes are applied on the total (e.g. if subtotal $100, 10% tax1 is $10, 10% tax2 is $10, and total is $120)
  • Compounded – second tax is applied on the taxed amount (e.g. if subtotal $100, 10% tax1 is $10, 10% tax2 is $11, and total is $121)

Only admins can access the Invoices page.

Invoicing tracked time #

  1. Open the invoice and click Import time
  2. Choose which projects for that client you wish to invoice
  3. Choose from which period you wish to invoice time entries
  4. Choose how you wish to group items in the invoice:
    • Single item – all hours will be merged into one line item
    • Detailed – each time entry will be listed as an individual line item
    • Grouped – group hours by project, user, or date (and further subgroup project, user, date, or description)
  5. Choose if you wish to round imported time
  6. Click Import

Import will take all time entries that match the chosen date range and selected project.

You can set time rounding option in the Workspace settings. When you round time, each individual time entry is rounded (and not just the final total).

You can only import time entries that are both uninvoiced and billable.

After the import is done, invoice items will be automatically populated and all appropriate time entries will be automatically marked as invoiced.

If you delete some line item, all time entries from that item will lose their invoiced status.

You can edit line items from imported as you want (e.g. change description, amount, or cost), and it won’t affect the actual time entries.

You can import time into an invoice multiple times (the only limit is that it has to be the same client).

If you delete the whole invoice, all its entries will be marked as uninvoiced.

Invoicing expenses #

You can invoice fixed fees and other project related expenses by enabling Expenses and adding expenses (either by sum or unit).

Learn more about expenses invoicing

Conversion from clock to decimal format #

Total amount between reports and invoices may slightly differ.

Invoices round time on two decimals, while reports take more decimals into account. For example, let’s say you have a time entry whose duration is 20min, or 0.3333333h when converted to decimal format. When a report multiplies it with hourly rate of $100, the result in report is $33.33. But when that entry is imported into an invoice, the invoice imports time rounded to two decimals (0.33h), which when multiplied with $100 equals $33.00.

Grouping option may also result in different total amounts.

Let’s say you have three entries on some project, each 20min. If you import time one by one with the Group hours: Detailed option. the invoice will make three line items of 0.33 and total amount will be $99.00 (3 x 0.33h x $100). But if you choose Group hours: Project option, they will be summed up and rounded using more decimals (like in the reports), resulting in $100.00 invoice.

To avoid discrepancy due to decimal rounding, round time up, down, or to nearest 6/12/15/30 minutes (i.e. any number divisible by six).

Settings #

You can get invoices in another language or name things differently (e.g. change label from Tax to VAT):

  1. Click on the cog icon (Settings) next to the Create invoice button on the Invoices page
  2. For each label, enter what you wish to be displayed instead
  3. Each PDF you generate will now display the new labels

When you create a new invoice, it can inherit some predefined subject, note, issue date, and tax. You can set defaults by clicking on the cog icon (Settings) on the Invoices pages > Defaults tabs.

You can hide Quantity and Unit Price columns from PDF invoices on the Appearance tab in Invoice Settings. There you can also set if you wish text to be displayed right-to-left.

Marking time as invoiced manually #

Time entries that are invoiced have a green invoiced tag next to them in the Detailed report.

When you hover over the invoiced tag, you’ll see the client and the invoice ID under which the time entry was invoiced (unless it was manually marked as invoiced).

You can filter reports by invoiced/uninvoiced status from the Status filter.

To manually mark time as invoiced, select all time entries you need via bulk edit, and then click on Mark as invoiced (located next to Bulk edit in the table header).

To mark time as uninvoiced, select only invoiced time entries and click Mark as uninvoiced.