Within Teamwork, you can export invoices from your projects to a number of different formats and and third-party applications.
Go to the Finance area of your project and select the Billing subsection.
Select the relevant invoice from the left pane to view it.
When you are viewing an open or complete invoice, you will see the option to export it at the bottom.
The export options are:
- Export to PDF: Generates a PDF version of the invoice.
- Export to HTML: Generates the invoice in a HTML format.
- Export to Excel: Generates an excel version of the invoice.
- Export to FreshBooks: Export to FreshBooks, the initial integration with FreshBooks must be enabled in the settings tab in the upper right of your installation (this is only accessible by an administrator in the owner company). Choose to connect to FreshBooks and you will be asked to authenticate, once authenticated, then you will be asked from within the project where you want the invoice to go.
- Export to Harvest: Along with the option to integrate with Harvest and track your time directly in Harvest, there is also the option to export an invoice created in Teamwork to your Harvest account. Select the Export option at the bottom of the invoice, choose Harvest, and you will be asked to authenticate your Harvest details; once authenticated you can export your invoice to Harvest.
- Export to Blinksale: You can export an invoice created in Teamwork to your Blinksale Classic account. Select the Export option at the bottom of the invoice, choose Blinksale and you will be asked to authenticate your Blinksale details, once authenticated you can export your invoice to Blinksale Classic.
- Note: This integration is not compatible with Blinksale Next.
- Export to QuickBooks Online: You can export an invoice created in Teamwork to your QuickBooks Online account. Select the Export option at the bottom of the invoice, choose QuickBooks Online, and you will be asked to authenticate your QuickBooks online details. Once authenticated, you can export your invoice to QuickBooks Online.
For more information, see: Adding an Invoice