Create invoices in QuickBooks Time

Learn how to create invoices for your customers in QuickBooks Time.

In this article, you'll learn how to:

• Install invoicing
• Set billable rates
• Create invoices
• Uninstall invoicing

Notes:

• Invoicing in QuickBooks Time is only available if your account isn't integrated with QuickBooks, Xero, or Gusto.
• QuickBooks Time containing the hours to be billed must be submitted and approved before invoicing.

Install invoicing

1. Go to All apps , select Time, then select Overview (Take me there).
2. Select Go to classic QuickBooks Time.
3. Select Feature Add-ons, then select Manage Add-ons.
4. Go to Invoicing, and select Install.
5. In the Invoicing Preferences window, enter the information you want to appear on the printed invoices, and select Save.

Set billable rates

1. Go to Jobs.
2. Find the job and select the edit icon .
3. Select the Billable checkbox and enter a per hour amount in the Rate field.
4. Select Save.

Create invoices

1. Go to Invoice.
2. In the Generate Invoice page, make your selections:
   1. From the Client ▼ dropdown select a client, and a sub-job, if applicable.
   2. (Optional) From the Start Date and End Date, select a date.
      Note: If dates aren't filled out, the invoice will include all uninvoiced time.
   3. Select an Invoice Type:
      • Detailed: Team member, notes, quantity of hours worked per timesheet.
      • Grouped: Quantity of hours worked grouped together by job.
      • Single Line: Only amount owed per job with a quantity of “1” for each.
   4. (Optional) Select the Include already invoiced time checkbox.
      • Choosing a date range is recommended.
      • This is useful if time must be invoiced for a project more than once.
3. Select Preview Invoice.
4. Select add Invoice To Info if you want to add the billing name and address, then select Save.
5. If the invoice is correct, select Finalize Invoice & Generate PDF.
   Note: When this is chosen, the timesheets that make up the invoice are locked. To unlock them, go to Time Entries, then select Timesheets, and select the lock icon .
6. Select View Invoice PDF to open a new tab with the PDF that you can save or print.

Uninstall invoicing

1. Select Feature Add-ons, then select Manage Add-ons.
2. Go to Invoicing, and select Uninstall.
   • The billable field will no longer be available in the job editor window.
   • If invoicing is installed again, the jobs will retain their previous billable rates.