Creating T&M Invoices

Turn approved unbilled time entries into a draft invoice in one step.

Create a Time and Materials Invoice

1. Open a job with tracked time.
2. In Time Tracking, review unbilled entries.
3. Click Create T&M Invoice.
4. Review the draft invoice before sending.

Each included time entry becomes a line item with hours and hourly rate.

After Invoicing

• Linked entries are marked billed and locked from edits.
• The invoice can still be edited before sending.
• Profitability views include labor cost from tracked time.

Related

• Time Tracking
• Invoice Workflow
• Job Profitability