Invoices
Generate invoices from approved time entries and expenses. Invoices can be previewed as PDFs before sending. Only admins can create and manage invoices.
Creating an invoice
Click New Invoice to open the three-step wizard:
- Company & Scope — Select the client company and choose which projects to include.
- Billable Items — Pick the specific time entries and expenses to bill. Choose a view mode and grouping to control how they're presented.
- Review & Finalize — Add any extra line items, set the discount and tax rate, fill in invoice metadata, preview the PDF, then save or send.
Invoice wizard step 2 — Billable Items showing time entries and view mode options
View modes & grouping
In the Billable Items step you choose how entries appear on the invoice:
- Summary— One aggregated line per group. Use the Group By option to group by Project, Staff, or Staff Category.
- Detailed— One line per individual time entry or expense.
- Custom— Full manual control. Edit line items freely, reorder them, and add extras.
Editing a draft
Opening a saved draft from the invoice list reopens the same three-step wizard so you can adjust items, grouping, discounts, and metadata before finalizing.
Invoice statuses
- Draft — Editable, not yet sent.
- Sent — Delivered to the client.
- Paid — Payment received.
- Void — Cancelled. Time entries are freed for re-invoicing.
Each time entry and expense can only appear on one invoice. Voiding an invoice releases its items so they can be included on a new invoice.