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Invoices in Time Tracker

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 Team Profile page. To enable Invoices you must first enable Clients.

To turn on Invoices first enable Clients in Time Tracker
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
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
Invoices page in Time Tracker

Adding Invoice

To add a new invoice, click the Add invoice 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.

Adding a new invoice in Time Tracker
Adding 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 Invoice

When the invoice is added, you can view it on the Invoices page. Click on the View link to see it.

Viewing invoice in Time Tracker
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 Invoice

To delete invoice in Time Tracker click the Delete link on the Invoices tab. This operation 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.

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:
  • Client is selected.
  • Invoice field is selected.
Preparing a report to adjust invoice items in Time Tracker
Preparing a report to adjust invoice items in Time Tracker

Wehn 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
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 items:
  • Tick their checkboxes.
  • Select the invoice to add them to in the invoice selector.
  • Click Submit.

Removing Items from Invoice

To remove items:
  • Tick their checkboxes.
  • Make sure the invoice selector remains unselected.
  • Click Submit.

Time Tracker User Guide