Billing for time > Creating time billing invoices
In the Prepare Time Billing Invoice window. This is the recommended method because the full details of activities and activity slips are recorded. ‘To create a time billing invoice using the Prepare Time Billing Invoice window’
In the Sales window. Use this method if you don’t need to record details of activities and activity slips or track work in progress. ‘To create a time billing invoice in the Sales window’
To create a time billing invoice using the Enter Activity Slip window
The Enter Activity Slip window allows you to enter the details of the activity slip and record a Sales - New Time Billing Invoice. When you choose to Create Invoice, the details from the activity slip are entered in an invoice automatically.
1
Go to the Time Billing command center and click Enter Activity Slip. The Enter Activity Slip window appears with the Activity Slip tab select.
2
Enter the Employee/Vendor name, Date, Customer, Activity, Billing Units, Rate, Job and Notes (if needed). If you have entered notes specific to this activity slip and would like to use these notes on a invoice, select Use Notes instead of Activity Name/Description when creating an Invoice.
3
Click Create Invoice. The activity slip is recorded and the Sales - New Time Billing window appears with the details of the activity slip automatically entered in the time billing invoice.
4
If you have selected the I Include Items on Time Billing Invoices option in the Preferences window, you can also enter items on this invoice. See ‘Setting time billing preferences’
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[Optional] the job number in the Job field and then click in the Tax field if you need to add tax.
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Save the invoice as a recurring template. Click the Action menu and select Save As Recurring Sale. Enter the necessary information about the template in the Edit Recurring Schedule window and click Save. For more information about recurring transactions, see ‘Recurring transactions’.
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Record the invoice. Click Record to record the invoice without printing.
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Print and record the invoice. Click Print and then choose the form you want to use for this invoice. For more information about printing invoices, see Sending forms. Note the invoice is recorded before it is printed.
To create a time billing invoice using the Prepare Time Billing Invoice window
The Prepare Time Billing Invoice window allows you to enter and adjust the billing information for activity slips. As you make changes in the Prepare Time Billing Invoice window, your activity slip records are updated automatically.
1
Go to the Time Billing command centre and click Prepare Time Billing Invoice. The Time Billing Customers window appears.
2
Find and select the customer for whom you want to create a time billing invoice and click OK. The Prepare Time Billing Invoice window appears, listing all the open activity slips for the selected customer.
3
Click Prepare Invoice. The Sales - New Time Billing window appears with the details of the time billing invoice.
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If you have selected the I Include Items on Time Billing Invoices option in the Preferences window, you can also enter items on this invoice. See ‘Setting time billing preferences’
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Record the invoice. Click Record to record the invoice without printing.
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Print and record the invoice. Click Print and then choose the form you want to use for this invoice. For more information about printing invoices, see Sending forms. Note that the invoice is recorded before it is printed.
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Save the invoice as a recurring template. Click Save as Recurring. Enter the necessary information about the template in the Edit Recurring Schedule window and click Save.
To create a time billing invoice in the Sales window
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Go to the Sales command center and click Enter Sales. The Sales window appears.
2
In the Customer field, type or select the customer you want to invoice.
3
Click Layout. The Select Layout window appears.
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Click Time Billing to select the Time Billing layout and then click OK.
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the activity name in the Activity field: either type it or press Tab and select it from the list
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[Optional] the job number in the Job field and then click in the Tax field if you need to add tax.
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If you have selected the I Include Items on Time Billing Invoices option in the Preferences window, you can also enter items on this invoice. See ‘Setting time billing preferences’
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[Optional] the job number in the Job field and then click in the Tax field if you need to add tax.
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Save the invoice as a recurring template. Click Save as Recurring. Enter the necessary information about the template in the Edit Recurring Schedule window and click Save. For more information about recurring transactions, see ‘Recurring transactions’.
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Record the invoice. Click Record to record the invoice without printing.
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Print and record the invoice. Click Print and then choose the form you want to use for this invoice. For more information about printing invoices, see Sending forms. Note that the invoice is recorded before it is printed.

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