Invoices in Time Tracker are closely related to clients. An invoice is something that you issue to a client for payment for work performed. Invoices are implemented as a optional feature that you turn on or off on the Plugins page. To enable Invoices you must first enable Clients. To turn on Invoices first enable Clients in Time Tracker
When the Invoices plugin is enabled, you'll see an extra Billable checkbox added to the Time page. Use it to mark time records either billable or not. Mark entries billable or not billable on the Time page
Managers and co-managers also get an extra tab called Invoices in Time Tracker menu. On this tab, you can add, view, and delete invoices. Invoices page in Time Tracker
Creating Invoices
To create a new invoice, click the Add button on the Invoices page. A screen like below appears. On the Adding Invoice page:
Select a client.
Type in a new invoice number.
Select a range of dates to automatically include items in the invoice. Items in this date range, which are assigned to this client will be included in the new invoice. There are two exceptions: already invoiced items or items without cost are not included.
Creating a new invoice in Time Tracker
Note: if there are no items in the provided date range for a given client, you will see "There are no invoiceable items" error.
Viewing Invoices
When the invoice is added, you can view it on the Invoices page. Click on the invoice number see it. Viewing invoice in Time Tracker
When viewing invoice, you can verify its items and send it by email using the Send by e-mail button.
Deleting Invoices
To delete invoice in Time Tracker click the Delete icon on the Invoices tab. When deleting invoice you have an option to specify whether or not to delete invoice items (time records and expenses) with the default set to do not delete. This does not delete time records or expense items from the database. Rather, it clears their invoice_id field, therefore removing their association with any invoice. The items stay in the database and can be invoiced again or assigned to another invoice.
However, if you set delete invoice entries instead, then the entries are deleted if you confirm the selection on the Please confirm deleting invoice entries from Time Tracker popup.
Adjusting Items on Invoices
If you need to add items to or remove items from invoices, you can do so with reports. To do so make sure that in report options:
Client is selected.
Invoice field is selected.
Report options to adjust invoice items in Time Tracker
When you generate such report, Time Tracker displays a column of checkboxes to the right of the Invoice column, an invoice selector and Submit button, as on the screenshot below. Adding an item to invoice in Time Tracker
Note: the invoice selector shows recent invoices generated for selected client.
Adding Items to Invoice
To add individual items:
Tick their checkboxes.
Use the --- select --- option to the right of Assign to invoice label.
Select the invoice to add them to in the invoice selector.
Click Submit.
To add all report items:
Use the --- all --- option to the right of Assign to invoice label.
Select the invoice to add items to in the invoice selector.
Click Submit.
Removing Items from Invoice
To remove individual items:
Tick their checkboxes.
Use the --- select --- option to the right of Assign to invoice label.
Make sure the invoice selector remains unselected.
Click Submit.
To remove all report items:
Use the --- all --- option to the right of Assign to invoice label.
Make sure the invoice selector remains unselected.
