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Creating an Invoice

Turn your unbilled time and expenses into an invoice

Applies to: Billing

At the end of a billing cycle, you need to turn tracked time and expenses into an invoice. Time Tracker Billing gathers the client's unbilled entries for you — you choose what to include, and the invoice builds itself.

Invoices Page

The Invoices page. Each row shows the amount, what's been paid, the balance, and the invoice's status.

Starting the Invoice

  1. Go to Invoices and click Create Invoice (or use + Create > Invoice).
  2. Check the Invoice Date. The invoice number shows TBD until you finalize.
  3. Choose the Client — their address and payment terms fill in automatically.
  4. Optionally add Notes for Client (appears on the invoice) or an Internal Description (doesn't).
  5. Click Select Invoice Entries.

Add New Invoice

The invoice header: date, client, payment terms, and notes.

Choosing What to Bill

Every unbilled time entry and expense for the client appears below, grouped by project, each with a checkbox.

Select Invoice Entries

Entries grouped by project, showing hours, rate, and amount. Expenses appear under their own heading.

  1. Filter by Project or User if needed, then click Update.
  2. Choose All entries up to invoice date or set a Custom date range.
  3. Tick Select all projects to include everything, or untick lines to hold them back for a later invoice.
Tip: Check the Rate column before you continue. A $0.00 rate here means a billing rate is missing — much easier to fix now than after finalizing. See "How Billing Rates Work."

Reviewing and Saving

The totals appear below the entries: total hours, labor, expenses, and the invoice amount.

Invoice Totals and Save Pre-Bill

The invoice totals, with the Save Pre-Bill button beneath.

  1. Check the totals.
  2. Click Save Pre-Bill.

Next Steps

Your invoice is now a draft (a "pre-bill"). Its entries move to Pre-Billed status and it appears in the invoice list with an orange P. Nothing is locked yet — you can still edit or delete it. When it's ready to send, see "Finalizing and Sending an Invoice."