Invoice management

Issue 1: Invoices with decimal and full time #

Problem: Display discrepancy in Invoices and Reports #

Solution: #

If you use the time format type you set in the Workspace settings (full hh:mm:ss or compact h:mm), note that invoices will display time in decimal format, while reports can show time in either full or compact form. Invoices round time to two decimals, whereas reports consider more decimals.
For detailed information, refer to this Help center article.

Issue 2: Issue with importing invoices #

Problem: Invoices not successfully imported #

Solution: #

If you receive a successful completion message but find that invoices were not imported, follow these steps:

1. Time entries can be invoiced only once. Check if the entries you are trying to invoice have already been imported

2. Navigate to Reports and open Detailed Report

3. Filter the report by Client and Project matching the import

4. Set the date range to match the import period

5. Check if time entries are marked as Invoiced

6. If marked, select entries and click Mark as Invoiced or delete the invoice where these entries were initially imported.

Issue 3: Make invoices from time logs #

Problem: Difficulty creating invoices from tracked time #

Solution: #

To create invoices from tracked billable time:

1. Navigate to Workspace Settings

2. Enable Invoicing in the Invoicing section

3. Open the Invoices page from the sidebar

4. Click Create Invoice no canto superior direito

5. Populate the Create Invoice modal with the necessary information

6. Click Criar

7. To import time entries:
– Click Import Time and Expenses on the created invoice
– Choose the project for time and expenses import
– Click Importar para concluir a ação

8. After the import, invoice items will be populated, and all imported time entries will be automatically marked as invoiced

Issue 4: Get invoice for my subscription payment #

Problem: Difficulty accessing subscription invoices #

Solution: #

To retrieve all your subscription invoices:

1. Click Subscription na barra lateral

2. Switch to the Invoices tab

3. Here, you can view Past Billing Statements or download your invoices

If you encounter persistent issues or require further assistance, feel free to contact our support team for personalized help.