Finance & Invoicing

Integrated Invoicing

Bring your own invoice template, or use the built-in integrated invoice. To get started, set your project to billable. Go to project action menu, select Project Edit.

For confidentiality, only the project owner can access the Invoice Documents page.

In this example, we send the invoice to the client for $50,000 and the client paid $35,000. As you can see, there is a $15,000 balance on the account. If you set up the invoicing within TimeCatchApp, the amount due and balance are updated for you. You always know where your project finances stand.

3 Easy Steps to Setup

1. Set up your billable activities in the Invoice Setup
2. Link your tasks to those billable activities
3. When billable activities are completed, mark as complete. The amount due will automatically flow to your invoice. You never have to worry about omitting any, or duplicating any. The system tracks it for you.

Step 1: Enter your basic information.

Enter your billable activities on the same form. Click Save and you are done!

Step 2. Assign tasks to the billable activities

Edit the task that you want to assign to the billable activities. In this example, we will assign our default task to the programming activity. Click on Edit Task on the action menu.

Choose the users and role. If this is just for yourself, you will be the user chosen.

Click on the Update Task button and your task activities will now flow to the invoice automatically.

To generate the invoice, click on Invoice > Generate invoice. Click on the Generate invoice PDF button.

Manage everything from your Project List.