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.

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