In this article we are going to show you the following:
- How to create a blank invoice in Taimer Starter-, Team- and Business versions
- How to add invoicing details
- How to save and send your invoice
Article classification
- Versions: Starter, Team, Business, Enterprise
- Requirements: Sales invoices rights, projects,travel expenses
HOW TO CREATE A BLANK INVOICE
- Click on the Invoices tab, in the blue bar
- Click Create invoice
- Pick the correct customer, project and add some invoicable material
FIELDS EXPLAINED
- Invoice period: The period where Taimer is gathering invoicable material from
- Customer to be invoiced: Pick the correct customer for this invoice
- Project name: Give a representational name for the project
- Project: Pick the project(s) you want to invoice
- Invoicing address: Comes directly from your customer and project details
- Allocated hours in total: Define how many hours this project will approximately take
- The whole right column: Automatically filled with the details given to the project
- Invoicing address -section: Automatically filled with the details given to the customer and the project
- Invoice rows: Create new manual rows to add invoicable itemsÂ
- New row: Fill in the description, quantity and the unit price for the invoicable itemÂ
- New topic row: Gather invoicable rows/item under topics
HOW TO SAVE AND EXPORT/SEND YOUR INVOICE
- Check if everything is correct and Save your invoice as a pre-invoice (draft) or if you're sure that's all you want to invoice for now click Save.
- Click on the Invoices tab, in the blue bar
- Here you see your all invoices and in which stage they are
- New invoices are waiting to be sent so they are in the Waiting status groupÂ
- Tick the invoices you want to send and print as pdf
- If you want to send e-invoices, please see your local invoicing operators here
FIELDS EXPLAINED
- Search details: You can search your invoices by the details you've given
- Functions-button: Three options explained below
- Mark as sent: Tell Taimer that this invoice is already on it's way to the customer
- Mark as paid: Tell Taimer that customer has successfully paid this invoice
- Create payment notice: If an invoice is overdue and you don't get payment, create a payment notice of the invoice
- Print/Export-button: Print-fuctionalities gives you the option to either print the invoice(s) as pdf or directly to your printer
- Status groups: Tells you in what stage your invoice is - Waiting, Sent, Paid etc.
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