Import time and expenses<\/h2>\n\n\n\n\n- Open the invoice in your workspace<\/li>\n\n\n\n
- Click on Import time and expenses<\/strong><\/li>\n\n\n\n
- Choose client projects you intend to invoice<\/li>\n\n\n\n
- Specify date range and projects for which you want to import time and expenses<\/li>\n\n\n\n
- For expenses, activate the Include billable expenses<\/strong> option<\/li>\n\n\n\n
- Choose the grouping preference for items on the invoice:\n
\n- Single Item: Merge all hours\/expenses into one line item<\/li>\n\n\n\n
- Detailed: List each time entry\/expense as an individual line item<\/li>\n\n\n\n
- Grouped: Group hours by project, user, or date\/category with further subgrouping options<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n
Specify if you want to round imported time and click Import<\/strong> to finalize the process.<\/p>\n\n\n\n![\"\"](\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/07\/Screenshot-2024-07-26-at-11.41.12.png\")
<\/figure>\n\n\n\nAs a result, all time entries\/expenses matching the selected date range and project\/task will be imported.<\/p>\n\n\n\n
Configure imported time and expenses<\/h2>\n\n\n\nSetting time rounding<\/h3>\n\n\n\n
You can configure the time rounding option in the Workspace settings<\/strong>. Note that when rounding time, each individual time entry is rounded, not just the final total.<\/p>\n\n\n\nLine items<\/h3>\n\n\n\n
Editing line items from the imported items (e.g. changing description, amount, or cost) won’t affect the actual time entries. If you delete a line item, all time entries from that item will lose their invoiced status.<\/p>\n\n\n\n
Each imported expense will be marked as invoiced<\/strong> so you don\u2019t accidentally invoice the same expense twice. If you remove a line item that contains imported expenses (or delete the whole invoice), those expenses will be marked as uninvoiced<\/strong>.<\/p>\n\n\n\nConfigure invoices manually<\/h2>\n\n\n\n
If you\u2019d like to manually configure invoices, you can mark an expense as invoiced or uninvoiced in the Detailed expense report<\/strong> by selecting them through bulk edit.<\/p>\n\n\n\n![\"\"](\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/07\/Screenshot-2024-07-26-at-11.16.44-1024x509.png\")
<\/figure>\n\n\n\nImportant considerations<\/h2>\n\n\n\n\n- Only uninvoiced and billable time entries and expenses can be imported<\/li>\n\n\n\n
- You can import time and expense into an invoice multiple times, provided it is for the same client<\/li>\n\n\n\n
- If entry is approved, after import:\n
\n- Invoice items are automatically populated<\/li>\n\n\n\n
- Relevant entries are automatically marked as invoiced<\/li>\n\n\n\n
- Deleting the entire invoice marks all entries as uninvoiced<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
\n- Expenses with a unit:\n
\n- The unit column in the invoice takes the unit information from the expense<\/li>\n\n\n\n
- The price column in the invoice takes the price information from the category<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- Expenses without a unit are displayed as a single unit in the invoice<\/li>\n\n\n\n
- Item type in invoice:\n
\n- Imported time categorized as Service<\/strong><\/li>\n\n\n\n
- Imported expense categorized as Product<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
![\"\"](\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/02\/Imported-invoice-1200px-1024x592.jpg\")
<\/figure>\n\n\n\nYou can customize the names of Service and Product item types in the invoice settings. Additionally, you have the option to hide the item type column from the PDF.<\/p>\n\n\n\n
Item type<\/strong> section appears only if the tracking expenses<\/strong> option is enabled<\/a> in the Workspace settings<\/strong>.<\/p>\n\n\n\nYou can always mark an expense as invoiced or uninvoiced manually in the Detailed Expense Report by selecting them via bulk edit.<\/p>\n\n\n\n
\nRelated articles<\/h3>\n\n\n\n\n- Create & manage invoices<\/a><\/li>\n\n\n\n
- Send invoice emails<\/a><\/li>\n\n\n\n
- Export invoices<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"Invoice tracked time and associated expenses to your clients, allowing them to c…","protected":false},"author":25,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_helpful_status":1,"_searchwp_excluded":"","footnotes":""},"categories":[66],"tags":[],"class_list":["post-16433","post","type-post","status-publish","format-standard","hentry","category-invoices"],"acf":[],"featured_image_src":null,"author_info":{"display_name":"tamara radijevac","author_link":"https:\/\/clockify.me\/help\/author\/tamara-radijevac"},"_links":{"self":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/16433","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/users\/25"}],"replies":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/comments?post=16433"}],"version-history":[{"count":36,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/16433\/revisions"}],"predecessor-version":[{"id":30268,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/16433\/revisions\/30268"}],"wp:attachment":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/media?parent=16433"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/categories?post=16433"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/tags?post=16433"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- \n
- Single Item: Merge all hours\/expenses into one line item<\/li>\n\n\n\n
- Detailed: List each time entry\/expense as an individual line item<\/li>\n\n\n\n
- Grouped: Group hours by project, user, or date\/category with further subgrouping options<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n
Specify if you want to round imported time and click Import<\/strong> to finalize the process.<\/p>\n\n\n\n
<\/figure>\n\n\n\nAs a result, all time entries\/expenses matching the selected date range and project\/task will be imported.<\/p>\n\n\n\n
Configure imported time and expenses<\/h2>\n\n\n\n
Setting time rounding<\/h3>\n\n\n\n
You can configure the time rounding option in the Workspace settings<\/strong>. Note that when rounding time, each individual time entry is rounded, not just the final total.<\/p>\n\n\n\n
Line items<\/h3>\n\n\n\n
Editing line items from the imported items (e.g. changing description, amount, or cost) won’t affect the actual time entries. If you delete a line item, all time entries from that item will lose their invoiced status.<\/p>\n\n\n\n
Each imported expense will be marked as invoiced<\/strong> so you don\u2019t accidentally invoice the same expense twice. If you remove a line item that contains imported expenses (or delete the whole invoice), those expenses will be marked as uninvoiced<\/strong>.<\/p>\n\n\n\n
Configure invoices manually<\/h2>\n\n\n\n
If you\u2019d like to manually configure invoices, you can mark an expense as invoiced or uninvoiced in the Detailed expense report<\/strong> by selecting them through bulk edit.<\/p>\n\n\n\n
<\/figure>\n\n\n\nImportant considerations<\/h2>\n\n\n\n
- \n
- Only uninvoiced and billable time entries and expenses can be imported<\/li>\n\n\n\n
- You can import time and expense into an invoice multiple times, provided it is for the same client<\/li>\n\n\n\n
- If entry is approved, after import:\n
- \n
- Invoice items are automatically populated<\/li>\n\n\n\n
- Relevant entries are automatically marked as invoiced<\/li>\n\n\n\n
- Deleting the entire invoice marks all entries as uninvoiced<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
- \n
- Expenses with a unit:\n
- \n
- The unit column in the invoice takes the unit information from the expense<\/li>\n\n\n\n
- The price column in the invoice takes the price information from the category<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- Expenses without a unit are displayed as a single unit in the invoice<\/li>\n\n\n\n
- Item type in invoice:\n
- \n
- Imported time categorized as Service<\/strong><\/li>\n\n\n\n
- Imported expense categorized as Product<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
<\/figure>\n\n\n\nYou can customize the names of Service and Product item types in the invoice settings. Additionally, you have the option to hide the item type column from the PDF.<\/p>\n\n\n\n
Item type<\/strong> section appears only if the tracking expenses<\/strong> option is enabled<\/a> in the Workspace settings<\/strong>.<\/p>\n\n\n\n
You can always mark an expense as invoiced or uninvoiced manually in the Detailed Expense Report by selecting them via bulk edit.<\/p>\n\n\n\n
\nRelated articles<\/h3>\n\n\n\n
- \n
- Create & manage invoices<\/a><\/li>\n\n\n\n
- Send invoice emails<\/a><\/li>\n\n\n\n
- Export invoices<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"Invoice tracked time and associated expenses to your clients, allowing them to c…","protected":false},"author":25,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_helpful_status":1,"_searchwp_excluded":"","footnotes":""},"categories":[66],"tags":[],"class_list":["post-16433","post","type-post","status-publish","format-standard","hentry","category-invoices"],"acf":[],"featured_image_src":null,"author_info":{"display_name":"tamara radijevac","author_link":"https:\/\/clockify.me\/help\/author\/tamara-radijevac"},"_links":{"self":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/16433","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/users\/25"}],"replies":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/comments?post=16433"}],"version-history":[{"count":36,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/16433\/revisions"}],"predecessor-version":[{"id":30268,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/16433\/revisions\/30268"}],"wp:attachment":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/media?parent=16433"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/categories?post=16433"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/tags?post=16433"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- Send invoice emails<\/a><\/li>\n\n\n\n
- Imported expense categorized as Product<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
- Imported time categorized as Service<\/strong><\/li>\n\n\n\n
- Expenses with a unit:\n