How To Create a Time & Materials Invoice

Topic

Need to create a do & charge invoice? In Tradify we call this a Time and Materials invoice. If you're not invoicing from a quote, this is one of the quickest ways to send an invoice directly from your tracked time & material costs added on the job. 

Instructions

1. Navigate to Jobs.
2. Search for and select the job you need to invoice.
3. Select the Invoices tab.
4. Select New Invoice.

5. Select Time & Materials From Job

   Note: Only use the cut-off date toggle if you want to exclude some time and materials on the invoice. e.g. if you're creating a progress invoice, and you want to include only time and costs added before 31 May, but not after the cut-off date. More info on this here: Invoice by a Job Cut-Off Date

   To merge all your material costs into a single invoice line called Materials, toggle on Group materials into a single line item on the invoice.
    

   
    

6. Click OK to generate your draft invoice
7. On the generated invoice make any edits you need, and select the Preview tab to check how it will look for your customer.  
   
   
    
8. Select Approve to finalise the invoice.
9. Select the paper plane icon to send your invoice to your customer via email or text message. 

What's included on the invoice?

A Time and Materials invoice pulls in your Job Description and any un-invoiced Time & Costs on the job.

From your Time tab - un-invoiced timesheets (show as red).

From your Costs tab - un-invoiced items/materials (items with red dots)

Note: When an invoice is created, all imported time and cost items are marked as invoiced (green) on the job. If you remove a line, those items remain marked as invoiced and won’t appear on your next Time & Materials invoice. To bill only some items, use the cut-off date option or select specific job tasks when creating the invoice. Removed items can be added to the next invoice manually if needed.

Additional information

For more info on Invoicing, see here: Create an Invoice from a Quote