How To add Timesheet Notes to your Invoices

Topic

Timesheet Notes can be used as internal-only notes for your business,

Or they can be pulled into a Time & Materials Invoice, to share more information about a job with your customer.

Instructions

1. Navigate to the Settings page.
2. Select Invoices.
3. Ensure Generate invoices using job appointments from job appointments instead of timesheets is toggled OFF, and Use timesheet notes for line item description is toggled ON.
   
   
    
4. Add your Timesheet to your job, on mobile or web, add ensure to add something in the Notes field.
   
   
    

5. Head to the Invoices tab in your job, to generate a New Invoice from Time & Materials, and press OK.

   Note: Only timesheet entries with Notes will show in the line item description. Entries without notes are still billed—their hours count toward the labor total—but won’t add a (Notes - Date - Time/Duration) line. If hours seem correct but an entry is missing from the description, add notes to that entry in the job's Time tab and the recreate the invoice.

   
    
    

6. Your timesheet notes should display as (Notes - Date - Time/Duration) at this point, you can edit the line item description and remove any internal notes from the customers Invoice. 

   Note: Timesheet entries with the same labor rate are combined into one invoice line, showing the total quantity and listing their notes with date/time in the line description field.

   
   
    
    

7. Then click on the Preview tab to check out how your customer will see it. 
   
   

Additional Information

If you want to go a step further, and show a line by line breakdown of labour, tasks and other notes to your customer? Check out Job Service Reports.