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Invoices

Invoices

Create professional invoices with customized templates and share them online with your customers.

Carla avatar
Written by Carla
Updated over 2 weeks ago

This article refers to the way you can generate invoices from TrackingTime to bill your clients. If you are looking for information about your Billing History in TrackingTime, or anything else regarding your subscription, please proceed to this article below:


​Payment methods, Billing History, and Invoices

Enable invoicing

Roles: admins | Paid Feature

Enable the Invoicing add-on and start creating invoices to bill your clients, with the help of TrackingTime.

How to install the invoicing feature:

  1. Go to Manage>Invoice Setup.

  2. Enable Invoicing.

Customize your invoice templates

Add your company or account logo, billing details, and select a color for your invoice template. You can also set up default taxes for your invoices, if needed.

You can always update these settings from the Invoice setup section.

⚠️ As soon as you install the add-on, you’ll find the Invoices page in the main menu, of your TrackingTime account.

Create an invoice

Roles: admins | Paid Feature

How to add an invoice and start billing your customers:

  1. From the main menu, go to Invoices.

  2. Click the + Invoice button, at the top right corner of the screen.

  3. A new tab will open with the invoice template you created earlier.

  4. Fill in the required details.

  5. Click on Finish Invoice when done.

Edit your invoice settings

Roles: admins | Paid Feature

Here's a list of all customizable fields for your invoices.

  • Client: select a client from your Client Database list.

  • Number: update the number of your invoice.

  • Client billing details: specify important billing-related information about the client - such as name and company, billing address, tax number, etc.

  • Date of issue

  • Due date

  • Currency: select the currency you'd like to use to bill this client.

  • Language

  • Notes: helpful for adding additional information or terms.

  • Payment details: e.g. "I'd like to receive payment via PayPal".

Invoice status

Roles: admins | Paid Feature

Once you are done with your invoice, you can Save it as a draft or Mark it as finished.

Once your invoice is marked as finished, it will be set automatically to Open. You can change the status to Paid, Void, or Uncollectible.

You can also revert the status to Draft and duplicate the invoice.

📝 An invoice with status "open" that has a due date in the past, will be shown as Overdue.

Export your invoices

Roles: admins | Paid Feature

How to download an invoice:

  1. Go to Invoices.

  2. Open the invoice you'd like to export or create it following these steps.

  3. At the top right corner, click on the 3 dots button to visualize all available exporting options. You can choose from PDF, CSV and a link to share with people outside of TrackingTime.

💡 You can export your invoices as CSV and then import them directly into your Quickbooks account.

Create an invoice from your timesheets

When all your billable hours are logged and your timesheets are complete, you can use that information to easily create an invoice to bill your clients.

How to create an invoice from a timesheet report:

  1. Go to Reports>Timesheets and generate a report. Remember to use the date picker to select the correct time range and the filters to exclude the information you don't need.

  2. On the top right corner, click on Export.

  3. Choose "Invoice" from the options.

  4. A pop-up with options will show up: "Group by" to gather together the hours by project, task, user or none and "Mark time entries as billed" when the invoice is created.

  5. Click on Export to get your invoice. That's it!

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Payment methods, Billing history and Invoices
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Add-ons
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