Billing for time > Creating time billing invoices
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In the Prepare Time Billing Invoice window. This is the recommended method, because the full details of activities and activity slips are recorded.
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In the Sales window. Use this method if you don’t need to record details of activities and activity slips or track work in progress.
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To create a time billing invoice using the Prepare Time Billing Invoice window 
The Prepare Time Billing Invoice window allows you to enter and adjust the billing information for activity slips. As you make changes in this window, your activity slip records are updated automatically.
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Go to the Time Billing command centre and click Prepare Time Billing Invoice. The Time Billing Customers window appears.
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Find and select the customer for whom you want to create a time billing invoice and click OK. The Prepare Time Billing Invoice window appears, listing all the open activity slips for the selected customer.
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Enter the amount or number of hours you want to bill for each activity slip here. Any activity slip with 0.00 units or £0.00 in the Left to Bill column is considered billed in full.
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Print Options
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Click Prepare Invoice. The Sales - New Time Billing window appears displaying the details of the time billing invoice.
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If you have selected the I Include Items on Time Billing Invoices option in the Preferences window, you can also enter items on this invoice. See ‘Setting time billing preferences’ on page 143.
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the date in the Date field
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the item number in the Activity field or press Tab and select the item from the list of items and activities that appears
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the price of the item in the Rate field
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Enter additional information about the sale, such as the salesperson, referral source and delivery.
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If you want to group and subtotal the items and activities separately on the invoice, you can do so by inserting headers, blank lines and subtotals. See ‘Adding and deleting transaction lines, subtotals and headers in sales transactions’ on page 69.
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Record the invoice. Click Record to record the invoice but print it later.
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Print and record the invoice. Click Print and then choose the form you want to use for this invoice. For more information about printing invoices, see ‘Sending forms’ on page 235.
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Save the invoice as a recurring template. Click Save as Recurring. Enter the necessary information about the template in the Edit Recurring Schedule window and click Save. For more information about recurring transactions, see ‘Recurring transactions’ on page 216.
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You can save time billing invoices as recurring invoices, but no activity slips will be created when you use the recurring sale in the future. Recording the recurring sale won’t update the activity slips used to create the invoice in the Prepare Time Billing Invoice window.
note : Activities billed using this procedure will not appear in most time billing reports
No activity slip records will be created if you use this method to create a time billing invoice. Most time billing reports are based on activity slip records, therefore, if you want to print time billing reports, you should create activity slips and then use the Prepare Time Billing Invoice window to create the invoice.
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In the Customer field, type or select the customer to invoice.
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the date the activity was performed in the Date field
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the number of units or hours being billed in the Hrs/Units field
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[optional] the category. The category field is displayed only if the Turn on Category Tracking option has been selected in the System tab of the Preferences window.
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the date in the Date field
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the quantity being sold in the Hrs/Units field
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the item number in the Activity field or press Tab and select the item from the list of items and activities that appears
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the price of the item in the Rate field
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Enter additional information about the sale, such as the salesperson, referral source and comments.
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note : Add lines, subtotals and headers to time billing invoices
If you want to group and subtotal the items and activities separately on the invoice, you can insert headers, blank lines and subtotals. See ‘Adding and deleting transaction lines, subtotals and headers in sales transactions’ on page 69.
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Print and record the invoice. To print and record the invoice, click Print and then choose the form you want to use for this invoice. For more information about printing invoices, see ‘Sending forms’ on page 235.
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Save the invoice as a recurring transaction. You can save the invoice as a recurring transaction so that you can use it again in the future. Click Save as Recurring. Enter the necessary information about the template in the Edit Recurring Schedule window and click Save. For more information about recurring transactions, see ‘Recurring transactions’ on page 216.
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You can save time billing invoices as recurring invoices, but no activity slips will be created when you use the recurring sale in the future. Also, recording the recurring sale will not update the activity slips you used to create the invoice in the Prepare Time Billing Invoice window.
