Create and manage invoices

Choose an invoice workflow

Open Finance > Accounts Receivable when billing a client. Use Accounts Payable when tracking an invoice your company owes.

Choose the add-invoice action. TimeSentry supports:

• Automatic invoice: generated from time and expense entries for a selected project and period.
• Manual invoice: built from line items you enter yourself, with or without a project.

Create an automatic invoice

1. Leave Manual Invoice off.
2. Optionally select a contract.
3. Enter or confirm the invoice number.
4. Select the recipient and project. A project is required for an automatic invoice.
5. Set Period Start, Period End, and Due Date.
6. Choose Summary, By Professional, or Detailed as the invoice type.
7. Choose the initial status, usually Draft.
8. Save and review the generated amount and details.

The period and project determine which eligible time and expense records contribute to an automatic invoice. Review the underlying entries before finalizing it.

Create a manual invoice

Enable Manual Invoice. Complete the recipient, optional project and contract, dates, invoice number, and status. Add either:

• Line Item: a dated description and amount; or
• Billable Time: time-based detail with hours and a rate.

TimeSentry totals the manual line-item amounts. Confirm that hours multiplied by rate match the intended amount and that taxes or external-system adjustments are handled according to company policy.

Edit or delete an invoice

Use the row menu to edit supported fields, assign or remove a project, change status, or delete the invoice. Avoid deleting an invoice that has already been sent, paid, or synchronized without reconciling the connected system first.

Related articles: Understand invoice statuses and external synchronization, Review accounts receivable and accounts payable, Create and Manage Contracts in TimeSentry.