There are several ways to invoice time tracking in Teamleader Focus:
- Via the company/contact detail page
- Via the time tracking overview - invoice unbilled time
- Via the projects overview page or the project
- Via prepaid billing
Do you prefer to watch our instructive video first? You can do so right here:
Via the company/contact detail page
- Go to “Contacts” or “Companies”
- On the detail page of every contact or company you tracked time for, you will find “Unbilled time spent”. Click on “Actions” and choose “Create invoice”
- Click “Go”. You’ve now invoiced your time trackings
Total to be invoiced
You can find an overview of the total amount to be invoiced per contact or company by navigating to the contacts or companies overview and adding the column 'Total to be invoiced' to the overview via the cogwheel in the bottom right-hand corner.
- This amount is the sum of the value of the tracked time and the value of the linked products.
- This column only shows the hours/products linked to that customer directly, and not the hours/products linked to a project of that customer. You can invoice these time trackings via the project itself. Find more information here.
- You can sort on this column as well as create segments. An example of a segment could be to only show the contacts/companies that have an amount to be invoiced larger than €0:
Via the time tracking overview - invoice unbilled time
- Navigate to “Invoices”
- Click on the Invoice unbilled time in the top right-hand corner.
- Now you see an overview of all unbilled hours per customer, where you can specify which time trackings you want to invoice. Confirm the action by clicking on the sliders. You can click on multiple sliders.
- Click “Preview” at the bottom of the page
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Teamleader Focus will tell you how many invoices will be created. Click the slider and click “Do now”.
Note: Several time trackings of one customer can be grouped to one invoice
Via the projects overview page or the project
As unbilled time trackings of projects don't show up in the invoice unbilled time overview above, you have to invoice them a different way. You can do this via the project itself, or in bulk via the projects overview page.
Via prepaid billing
You can also invoice time tracking via prepaid billing. Read all about it here.