After awhile, you might find yourself feeling as though you’re spending more time filling out invoices than you are actually doing the work you’re getting paid for. While writing an invoice is a good sign for your business, it can certainly begin to feel a bit tedious. If you prefer to work on a template file rather than our online invoice generator then pay a visit to our free templates page. If you first need clarification on what an invoice is, then read this. Please keep in mind that we’ve used Invoice Simple as our guide for how to invoice, but the steps should stay pretty consistent no matter what invoice software you use. There are many different sections in writing an invoice and missing one may leave you looking unprofessional. Once you’ve run your report, use the Mark hours or Mark expenses dropdown menu to update the entries.Whether you’ve sent out many invoices before, or you’re working on writing your first, it’s important to know how to write an invoice properly. It’s just an additional free-form line item included in the invoice.ĭon’t worry! If you need to update the invoiced status of time/expenses in your account, you can do that at any time by running a report from Reports > Detailed time or Reports > Expenses. What happens if I add a line item to my invoice?Īdding line items doesn’t affect your tracked time or expenses or your project budget. In Timesheets and in Time reports, the time/expense entries will still be applied to their original project. What happens if I change the project that a line item is linked to?Īfter you save your edits, only the invoice changes. Your timesheets and reports will display that all 10 hours are invoiced. For example, if your line item is for 10 hours, and you change it to be 5 hours, all 10 hours in your time entry will stay invoiced and locked. The change on the invoice will not affect your timesheet or expense data, and the entire time or expense entry will lock and cannot be pulled into future invoices. What happens if I edit line items by changing the Description, Unit price, or Quantity fields? You’ll be able to include them in future invoices. The time/expenses for that line item will become unlocked and marked as uninvoiced. What happens if I remove a line item on a previously saved invoice? They won’t lock, and you’ll be able to include them in future invoices. The time/expenses for that line item won’t be marked as invoiced. To keep your data as accurate as possible, it’s important to know how things work! What happens if I remove a line item before I initially save an invoice? How editing an invoice created using tracked time and expenses affects your dataĮditing or removing line items from your invoices created using tracked time and expenses can have varying results. If you’re looking for specifics on customizing invoices and estimates, head to our page on configuring settings, messages, and translations. Once you delete an invoice, all hours and expenses associated with that invoice will become unlocked and marked as uninvoiced.
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