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Intuit

Create invoices in TSheets

You can create invoices for your customers in TSheets if you are using it as a standalone product.

Notes:

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

Install the invoicing add-on

  1. In the left menu, go to Feature Add-ons, then select Manage Add-ons.
  2. Scroll down to Invoicing, and choose Install.
  3. In the Invoicing Preferences window, enter the information you want to appear on the printed invoices, and select Save.

Set job codes to billable and set hourly rate

  1. Go to Jobs.
  2. Next to the job, select the Pencil icon ().
  3. Select Billable, enter a per hour amount, and select Save.

Create invoices

  1. Go to Invoice.
  2. In the Generate Invoice window, make your selections, and select Preview Invoice.
  3. In the Invoice to box, enter the billing name and address, and select Save.
  4. 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 Timesheets, and select the lock icon.
  5. Select View Invoice PDF.

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