How to invoice a time & materials job

Topic

For time & materials jobs the invoice is built from what the job actually used — the labour, parts and billable expenses recorded against it. Here's how to compile and check it.

Instructions

1. 1
   Finish recording labour, materials and expenses on the job.

   Anything marked billable will be pulled in; mark internal costs as non-billable so they're excluded.

2. 2
   Click Create invoice on the job.

   The draft compiles all billable lines with your markups applied.

3. 3
   Review each line.

   Group, edit or remove lines and confirm the totals look right before sending.

4. 4
   Set the due date and send.

   Email it as a PDF, or Send via Xero if connected.

Additional Information