Set the sender and recipient
Choose the client record used for the invoice's From address, then choose the client that will receive the invoice.
Time-based billing and invoicing
Turn recorded work into a client-ready invoice
Select billable, not-yet-invoiced hours by client, date range, and project. Timogix applies the configured project or user billing rates, then gives you a draft to review before producing a PDF.
Invoice access and available options follow company settings and permissions.
Approved hoursUse approval status when building an invoice
Focused selectionClient, date range, and projects
Configured ratesProject or user billing rates
PDF outputDownload a finished invoice
Start with the right records
Choose exactly what the invoice should include
The invoice wizard starts with the company address, the client being billed, and the billable work that belongs in this invoice. You can also begin with a free-form invoice when no recorded hours should be included.
Narrow the billable hours
Select approved, billable, not-yet-invoiced hours by date range and one or more projects.
Add eligible expenses when needed
Include expenses marked billable to the client and optionally summarize them by expense group.
A company preference can make approved and unapproved billable hours available as an alternative. Approved hours remain the clearer choice when the approval workflow is in use.
Rates that follow the work
Apply the billing method configured for each project
Projects can calculate invoice rows from a project billing rate or from the billing rate of the user who recorded the time. The draft keeps those calculations visible so they can be checked before the invoice is saved.
Project Billing Rate
Use the billing rate configured for the project when everyone on that work is billed using the applicable project rate.
User Billing Rate
Use the billing rate associated with the person who logged the time, including a project-specific override when configured.
Check and adjust the invoice
Review the description, hours or quantity, rate, and total. Both rate types can be overridden while the invoice is being created.
Review before delivery
See the complete invoice, then produce a PDF
A new invoice begins in Draft status. Confirm the sender and recipient, invoice number, dates, payment terms, line details, and totals before using the PDF in your normal billing process.
- Show a company invoice logo when one has been configured.
- Add or adjust invoice rows, comments, discount, and tax while reviewing the draft.
- Open data details to see the time entries associated with the invoice.
- Generate a PDF with the invoice number in the file name.
A visible billing record
Keep the invoice's progress easy to understand
Timogix uses a small set of invoice statuses so the billing record shows where it stands without implying that payment is processed inside Timogix.
Prepare and review
Check the included work, make permitted adjustments, and confirm the invoice details.
Record delivery
Update the status after the invoice has been delivered through your normal billing process.
Record completion
Mark the invoice paid to keep its status visible in the invoice list.
Connect recorded work to a clearer invoice
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