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Roles: admins | Paid Feature
To enable the invoicing feature go to Manage / add-ons and install it.
Customize your invoice templates
Add your company 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 in the future.
⚠️ Important: As soon as you install the add-on you’ll find the Invoices option in the Manage section, of your TrackingTime account.
Create an invoice
Go to Manage> Invoices and add a new invoice.
A new tab will pop up with the template that you previously created with the color, logo, taxes, and billing information.
Fill in the required data and save the invoice when you finish.
📝 Note: You can modify the currency and language of each invoice.
When you are done with your invoice, you can save it as a draft or mark it as finished.
When your invoice is finished, it will be marked as Open. You can change the status to Paid, Void, and Uncollectible.
You can also revert the status to Draft and duplicate the invoice.
📝 Note: An open invoice that has a due date in the past, will be shown as Overdue.
Share your invoices
Click on the three dots menu to visualize all available exporting options:
💡Tip: 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 create an invoice to bill your clients.
How to create an invoice from a timesheet: