Generate an Invoice

Transfer tracked time from your Time Reports into a new invoice or an existing invoice draft with just a few clicks - directly through an integrated invoicing tool.

Tracked time can be transferred to invoices via Time Reports.

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Key Benefits and Use Cases

• Transfer time cleanly from a time report into your invoicing tool

• Bill flexibly as a new invoice or as an addition to an existing invoice draft

• Bundle line items appropriately (groups, totals, or individual time entries)

• Adjust line items before export and enter prices

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Integrate Your Invoicing Tool

To transfer time to invoices, you'll first need to integrate a supported invoicing tool.

Learn here how to integrate one of the supported invoicing tools.

After that, you can start the workflow directly from your time reports.

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Generate an Invoice

1. Open the Time Reports menu

2. Select a saved time report or create a new one

3. Click the Dollar icon in the top right

4. Select Generate Invoice

This starts a workflow to transfer your time to a new or existing invoice in an integrated invoicing tool.

Choose Between New Invoice or Existing Invoice Draft

You can either add the line items to an existing invoice draft or create a new invoice.

Bundle Invoice Line Items

Choose how the time from your report should be combined into invoice line items:

• Groups = Line Items - Only the group headers with the added totals are transferred as invoice line items (only possible if the data in the time report is grouped)

• Totals = Line Items - Only the totals of the line items are transferred as invoice line items (only possible if the data in the time report is summarized)

• Time Entries = Line Items - Each time entry is transferred as its own line item to the invoice

Select Line Item Text and Unit of Measurement

In this step, you determine what should be displayed as line item text on the invoice:

• Project name

• Task name

• Username

You can also decide whether the time should be transferred to the invoice in hours or in days. One day is always calculated as 8 hours.

Adjust Data and Enter Prices

In the second-to-last step, you'll see the individual line items again and can edit them manually:

• Change the line item name

• Adjust quantity (hours/days)

• Delete line items

• Change the order of line items

• Create a new line item

You'll need to enter the prices for the line items in this step.

Mark Time as Billed and Create the Invoice

In the final step, you can mark all time transferred to the invoice as billed and create the invoice in your invoicing tool.

After that, you can close the window or go directly to your invoicing tool.

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Tips for Best Results

• Choose the right bundling method, depending on whether you want to bill by group, by total, or individually

• Review line item text so the invoice remains easy for customers to understand

• Use manual editing to finalize quantities, order, and line items before creating the invoice

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FAQ

Where do the times for the invoice come from?

The time is transferred from your Time Reports into invoice line items.

Can I add time to an existing invoice?

Yes. You can add the line items to an existing invoice draft or create a new invoice.

What options are available for bundling line items?

You can transfer groups, totals, or individual time entries as invoice line items. Groups and totals are only possible if the time report is grouped or summarized accordingly.

Can I change the line items before creating the invoice?

Yes. You can rename line items, adjust hours/days, delete line items, change the order, and create new line items. You'll also enter the prices in this step.

How are days converted?

When you select days as the unit of measurement, the calculation is done so that one day always equals 8 hours.