Invoice material

Invoice material is gathered into a project from targeted entries such as hour entries, expenses and down payments. You can add, remove and edit the material you are about to invoice.

Content

  • What is Invoice material?

  • Searching/browsing Invoice material

  • Selecting Invoice material

  • Releasing Invoice material

  • Grouping Invoice material

  • Saving your changes

Description

Invoicing material is gathered into a project from targeted entries such as hour entries, expenses and down payments. You can add, remove and edit the material you are about to invoice.

You can define how you want group and show those entries. Some of them can be shown in just one total row or with explicit details.

It is also possible to add/remove material from an invoice which is already invoiced to release entries back to invoicable material and vice versa.

When creating a blank invoice with out any project material, this is function/tool is not in use.

Permissions: Invoices, Projects

What is Invoice material?

Invoicing material is formed to projects from variety of targeted entries such as:

  • Hours

  • Scheduled Invoices

  • Bills

  • Travel Expenses and Expenses

  • Quotes

You can edit the Invoicing material  by clicking the button from an invoice. 


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→ The Invoicing material is opened as a pop-up for you to manage.

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Note!

Taimer is showing all the material which is defined to be "Invoicable" in your Project details (Invoicing tab).

Searching/browsing Invoice material

  • Invoicing material period: By default Taimer is gathering all the material which are not invoiced from the project but you can scope the period as you like.

  • Projects: If there's more than one projects from the same customer you can add/remove those from your Invoicing material

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Selecting Invoice Material

  1. Click Edit on the invoice

  2. Select Invoicing material

  3. Tick the boxes from the rows in the material you would like to invoice (leaving out material will be brought back up when you are invoicing the next time)

  4. Define how you want to group or how you want the rows to be viewed on the invoice

  5. Click Save or Update invoicable rows (More about this on Saving your changes)

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Note!
You can also always come back to already done and sent invoice and tell to Invoice material that this is/is not included on this invoice.

Releasing Invoice material

In situations where you have falsely targeted some material to a wrong project's invoice you can always release the material back to usage or target them to another project. 

  1. Click Edit on your invoice

  2. Go to Invoice material. Tick the box empty in front of the row you want to release

  3. Save

After that the entry is now in Uninvoiced status and you'll be able to do the desired actions.

Grouping Invoice material

Grouping by Project: Define what would you like to create from selected projects

  • Separate invoices

  • Combined invoice (Requires the same project invoicing address)

Grouping the Hour entries and Tasks: Define how Hour entries and Tasks are shown on the invoice 

  • By project

  • No grouping by project

  • By project and tasks

Grouping of Hour Entries: Define how Hour entries are shown on the invoice

  • By employee: Hours will be grouped by the employee on the invoice row. Amount of hours is 1.

  • By employee and task: Hours will be grouped by the employee and task on the invoice row. Amount of hours is 1.

  • By task: Hours will be grouped by the task on the invoice row. Amount of
    hours is 1.

  • All-in-on, show qty: Hours will be grouped all together showing the total amount of the hours

  • All-in-on, qty 1: Hours will be grouped all together showing amount as 1 and with total sum. 
  • By entry, show user: Hours will be shown entry by entry showing the all details inculing user's name.

  • By entry, hide user: Hours will be shown entry by entry showing the all details excluding user's name.
  • By entry and user: Hours will be shown entry by entry with user's name shown first.

Grouping of Expenses: Define how your Expenses are shown on the invoice

  • Rows grouped altogether

  • Rows specified showing daily allowances, mileages and other costs separately

  • Group daily allowances and milages altogether with other costs separated

Grouping of Quote: Define whether you want to show/hide description rows from the Quote

  • Do not import description rows from Quote

  • Import description rows from Quote

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Saving your changes

You can either Save your changes to Invoice materiel or Updating the changes to your actual invoice.

Save

With the Save button you can save the changes you have created on your Invoice material without changing anything from the actual invoice.

Update invoice rows

With the Update invoice rows button you can save the changes to your Invoice material and to the content shown on your invoice according to how you have defined the Grouping of your material from the drowdowns on the bottom of the pop up window.