✔️ Available on all subscriptions
What | Create invoices on your projects
based on time logs and expenses,
or create a fixed price
invoice. |
Why |
|
Who |
|
When | You bill for client work at
the end of each month.
|
What | Create invoices on your projects
based on time logs and expenses,
or create a fixed price
invoice. |
Why |
|
Who |
|
When | You bill for client work at
the end of each month.
|
Before you
start
Time logs added to an invoice are
automatically marked as invoiced,
therefore are no longer
editable.
Billable total =
number of hours logged * the
user's billable
rate
Create an
invoice
- Click Jump to in
Teamwork.com's left navigation
menu.
- Search for and select a project.
- Switch to the Finance tab from the project's navigation menu. The Finance tab might be hidden under the More... section.
- Select
the Invoices tab.
- Click + Add Invoice to open the invoice creation window.
- Fill out the required fields. We've listed a detailed summary of the required fields to help you out.
Invoice no./ID The unique invoice ID or number.Issue Date The issue date to be shown on the invoice.Currency The currency to be used in the cost figures displayed on the invoice.Pricing The invoice type (which costs it is based on):- Price
will
be
based
on
time
and
expenses -
use
if
you
want
to
include
time
logs
and
expenses
from
the
project. We've
provided
steps
on
populating
these
invoices
later
in
this
article!
- Invoice
has
a
fixed
price -
use
for
once
off
invoices
with
a
fixed
price.
- Final
Price -
set
a
figure
as
the
invoice's
total
cost.
- Price
will
be
based
on
time
and
expenses -
use
if
you
want
to
include
time
logs
and
expenses
from
the
project. We've
provided
steps
on
populating
these
invoices
later
in
this
article!
- Next:
- Stop there: Click Add
Invoice.
- Keep going: Select
the Advanced options tab
to fill out some additional
invoice details (listed
below), then click Add
Invoice.
- PO Number - enter a
client purchase order
number.
- Notes - add any
notes you may need to
appear on the
invoice. They'll
be displayed under the
issue date.
The invoice is
listed in
the Invoice library.
Click the invoice number to
view
the
invoice.
External
invoice numbers
If third-party
accounting
integrations such as QuickBooks Online are
turned on for your site, an additional option
to use external invoice numbers is displayed
at the top of the invoice creation
window.
- Go to a project and switch to
the Finance tab.
- Select
the Invoices tab.
- Click + Add Invoice to open
the invoice creation window.
- Click the relevant invoicing
integration logo.
- Select an existing customer from the connected account to associate with the invoice.
- Click Add Invoice.
A zero-value invoice is created in
both Teamwork.com and the chosen accounting
platform. The Teamwork.com invoice ID follows the
naming format used by the integrated
platform.
Add time logs and
expenses to an invoice
You can add unbilled time logs and
expenses to an invoice on your project.
📝 Time logs added to
an invoice are
automatically marked as invoiced. They cannot be
edited unless removed from the invoice.
- Click Jump to in
Teamwork.com's left navigation
menu.
- Search for and select a project.
- Switch to the Finance tab from the project's navigation menu. The Finance tab might be hidden under the More... section.
- Go to the Invoices section.
- Click into the desired invoice.
- Click + Add expense or + Add unbilled time in the top right corner.
- Hover over the unbilled time or unbilled expense and click the + on the far right, then select Add to invoice.
- To add items in bulk, select the unbilled time logs or unbilled expenses via the check mark on the right side and click + Add 2 items to invoice.
💡 Want another way to see all eligible time logs and expenses you can add to an invoice? While in the Finance tab, navigate to the Time or Expenses section. Here you will see a list of unbilled items. Click the three dots on the far right and select + Add to invoice to add items one by one. Or select multiple items by the check mark on the left side and click + Add to invoice at the bottom.
Best
practices
- Bill regularly: Create invoices
in line with your company's policies
around billing cadence.
- Consolidate: Add unbilled time
and expenses for related work to a
single invoice.