Using the Time and Materials method will allow you to generate an invoice based on the time and materials logged against a job. We recommend using this option if you're wanting to invoice the entire job for all labour and materials logged against it.
There are several ways to go about creating your time and materials invoice, but for the purpose of this article, we're going to focus on the most common and recommended way which is to create it from within the relevant job. Alternatively, you can create them within the Invoice Dashboard, Customer Profile & Company Dashboard.
Creating a Time and Materials Invoice (within a Job)
Firstly, open up the relevant job and navigate to the Invoice tab, then select "New Invoice".
Of the four tabs presented, select "Time and Materials from Job".
Note: Once you select "Time and Materials from Job", the following two options are also presented:
- Use cut-off date - This option allows you to invoice costs entered up until a certain date. For more details on this process, please see here.
- Group materials into a single line item - This option will group all material costs into one single line item on the invoice.
When you're ready, select "Create draft Invoice".
Note: Tradify will now generate the draft invoice for you. Unless you've enabled the setting to "group line items togather", Tradify will list each labour and material cost for you on the invoice.
Note: Labour will automatically be grouped by billing rate type.
Below is a list comprehensive list of what each field represents on the invoice:
Customer – The customer who the invoice is for.
Note: This will automatically default to the customer assigned to the job.
Site - Use this if your customer has separate physical locations and you wish to record which customer location this invoice is for. For more information on setting up and configuring sites, please see here.
Pricing Level - Use this field to determine which pricing-set to charge on this invoice. For more information on setting up and configuring Pricing Levels, please see here.
Note: This will automatically default to the jobs pricing level.
Invoice Date – The date at which the invoice is entered. This defaults to today's date.
Due Date - The date at which the invoice is due for payment.
Reference – A customer reference or order number.
Document Theme - This represents the invoice layout theme to use when printing or emailing this invoice to a customer. You can find out more about Document Themes here.
Description – Use this field to enter a description of what the invoice is for.
Notes - Use this section to add notes and/or files to your invoice. For more information on attaching files, please see here.
Note: Notes are for internal purposes only and are not customer facing.
If you'd like to add additional labour or material costs to your invoice, you can do so by using the "Add Line Item" function. The two sections below cover off the process for adding either type.
Once you've added all the necessary details to your invoice, you can either save it as a draft or approve it to lock it for editing by using the "approve" button.
Note: Once an invoice has been approved, it cannot be altered. If you’re not ready to approve the invoice just yet, click on "Save as Draft". This will save the invoice in the invoices list under the Draft tab.
Adding Material Costs to Invoices