Time Billing (Invoicing) Archives - Time Analytics

Autofill billing rates

Bojan Radojicic — Mon, 15 May 2023 11:10:01 +0000

Billing rates for team members or for clients can be automatically uploaded in your time tracker. This is how you can set this option:

Click Settings

Find section Autofill billing rates

Select Client if you want client unique billing rate would be autofill

Select Team member if you want billing rate would be autofill depending on team member

Save data

Settled billing rates will automatically appear in tracker:

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What can I include in an invoice

Bojan Radojicic — Fri, 06 Jan 2023 07:42:21 +0000

If you want to automatically export the invoice, it could contain three types of layouts:

Showing projects in the invoice

Item	Description	Quantity	Unit price	Amount
1	Project 1 name	20	25	500
2	Project 2 name	10	25	250
3	Project 3 name	10	25	250

			Subtotal	1000

Showing work tasks in the invoice

Item	Description	Quantity	Unit price	Amount
1	Task 1 name	20	25	500
2	Task 2 name	10	25	250
3	Task 3 name	10	25	250

			Subtotal	1000

Showing team members in the invoice

Item	Description	Quantity	Unit price	Amount
1	Team member 1 name	20	25	500
2	Team member 2 name	10	25	250
3	Team member 3 name	10	25	250

			Subtotal	1000

Either way, after exporting, you have the option to modify the invoice manually according to your needs and adjust it to follow the local legislation.

You can see the invoice generation process here.

Need more support? Get in contact with our support team via chat or email.

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How to create an invoice based on recorded time

Bojan Radojicic — Fri, 06 Jan 2023 07:41:29 +0000

You can export an Excel invoice from Time Analytics.

We remind you to fill in the data on your Company in the Settings section, as well as client data in the Clients section for the invoice to contain all elements.

When exporting the invoices, the program will draw from this data and add it to the invoice automatically.

Alternatively, if you don’t fill out these forms beforehand, you can manually enter the data on your company and the client in the Excel form.

The invoice generation process goes as follows:

Click Reports
Click Client tab in the header
Choose the Date range of the services you want to invoice
You will get a client list. Once you choose the client you’re creating the invoice for, click “More”
Choose the items to show in the invoice. If you want the invoice to contain a list of projects, click “Projects”; if you want it to contain an itemized list of individual tasks, click “Tasks”; if you want to list all team members with their hourly billing rates, click “Team”
Click “Invoice”
Edit extorted invoice in Excel

The invoice contains the data on the invoiced items by default.

You have the option of modifying the invoice manually according to your needs and adjusting it to comply with your local legislation.

For confidentiality, once you download the invoice, you will need to fill in the bank account data yourself.

The current version of Time Analytics doesn’t offer invoice tracking and invoice management, including account receivable tracking.

This feature is coming soon.

Need more support? Get in contact with our support team via chat or email.

The post How to create an invoice based on recorded time appeared first on Time Analytics.