TimeSite Pro HelpTimeSite Pro ManualInvoice ArticlesPrepare Invoices from Timesheet Records - Covered in Detail

Prepare Invoices from Timesheet Records - Covered in Detail

Choose whether to prepare Invoices by Client or Project [Matter / Job / Assignment, etc.]

Only Timesheet Records that have not been Invoiced are available to Invoice

Invoice by Client will include timesheet records for multiple Matters [if your invoice template supports that]

Invoice by Matter will produce a separate invoice for each Matter  

Choose whether to prepare Invoices by Client or Project [Matter / Job / Assignment, etc.]

Filter which Timesheet Records to include

Filter which Timesheet Records to include

Set the Date Range of Timesheet Records to include

Use one of the Quick sate selections or choose your From and To dates manually

The Timesheet Records Date Range to include on the Invoice can be altered once Draft Invoices have been prepared

Set the Date Range of Timesheet Records to include

Set the Invoice Date

The invoice date can be altered once Draft Invoices have been prepared

Set the Invoice Date

Retrieve and Group Timesheet Records in preparation for Invoicing

Click Refresh to retrieve your Timesheet Records

Timesheet Records available for Invoicing are Grouped by Matter

Retrieve and Group Timesheet Records in preparation for Invoicing

Select, View and Edit Timesheet Records

Click UnSelect/Select All to exclude or include all timesheet records from each Invoice

Select, View and Edit Timesheet Records

Click on a Matter to drill down to Timesheet Record detail  

Click on a Matter to drill down to Timesheet Record detail  

Select individual Timesheet Records to include or exclude

Select individual Timesheet Records to include or exclude

Adjust the Time Billable Value of all included Timesheet Records

Adjust the Time Billable Value of all included Timesheet Records

Edit individual Timesheet Records

Edit individual Timesheet Records

Change whatever your require and Save

Click Process to produce Draft Invoices

Click Process on each Matter to prepare individual Draft Invoices

Click Process in the grid heading to prepare all selected Draft Invoices

Click Process to produce Draft Invoices

Click on Invoices to View and Edit Draft Invoices

Click on Invoices to View and Edit Draft Invoices