Creating and Editing Invoices

Here you will find a step-by-step description on how to create invoices in TMetric, who has permission to do it and how to edit already created invoices when needed.

Table of Contents

• How to Create Invoice
• How to Edit Invoice
• Invoice Data Format

How to Create Invoice

Once you accomplish the work, you need to invoice your client. TMetric allows you to quickly create an invoice and send it to your client to get paid on time.

An invoice can be created only by a workspace owner or admin.

To create an invoice

1. Go to Invoices on the sidebar menu and click New Invoice.

2. Pick your client.

3. Under the Time Range, select a required time period for the invoice.

4. Pick a project to invoice for.

5. Select an invoice type: By person hours, By project hours, By task hours, or Detailed Line Items.

6. Click Preview Draft to view the invoice you are creating.

Note: On the Preview Draft page, you can make additional changes before saving your invoice. Clicking the Discard button instead of Preview Draft will delete the invoice.

7. Click the Save Draft button to save the invoice.

Once you save your invoice, you'll be redirected to the View Invoice page.

Creating Invoice for Fixed Fee Project

The procedure for creating an invoice for fixed fee projects is the same as described above, though, there is some additional information you should know about invoicing for fixed fee projects: 

• For projects with nonrecurring billing, an invoice is created only once. 
• For projects with recurring billing, an invoice can be created several times. 
• After selecting a time range to create an invoice, the project list will display only those projects, which have unpaid periods.
• Invoices for projects with recurring billing include a start and end date of the time period you select for invoicing. 
• When selecting All Time, an invoice will include all unpaid periods (starting from the last paid one). 

How to Edit Invoice

After creating an invoice, you might need to change its details, e.g., Invoice ID, purchase order number, discount, issue date, tax, due date, invoice subject, etc. You can easily do it by editing an invoice:

1. Go to Invoices on the sidebar menu.
2. Find the invoice you want to edit in the list and click its name. 
3. Click the Edit Invoice button.
4. In the Edit Invoice dialog box, make necessary changes and click Save Invoice.

Invoice Data Format

There are certain rules for entering data when creating or editing an invoice. Below, you'll find a breakdown of key invoice fields and their formats.

• The Discount field accepts numbers from 0.01 to 100 (in the format 00.00).
• The Tax field accepts numbers from 0.00 to 100 (in the format 000.0000).
• The Invoice ID field is required, accepts all characters, and has a maximum length of 30 characters.
• The PO Number field accepts all characters and has a maximum length of 30 characters.
• The Subject field accepts all characters and has a maximum length of 200 characters.
• The Item Type Description field accepts all characters and has a maximum length of 10,000 characters.
• The Item Type Quantity field is limited to 4 decimal places and has a range from 0 to 900,000 when the Time Format is: Hours and minutes, Clock-like, or Decimal hours (with the Store data in minutes option enabled). If the Store data in minutes option is disabled, the field is limited to 2 decimal places.
• The Notes field accepts all characters and has a maximum length of 4,000 characters.
• The date format for Issue Date and Due Date depends on the settings in the current member's profile.