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 items 

  • New row: Fill in the description, quantity and the unit price for the invoicable item 

  • 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 group 

  • 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.

GETTING STARTED, ALSO READ THESE ARTICLES

Watch our 5 min walkthrough video

Did this answer your question?