And finally, you can choose to book those invoices and send them automatically. You can even choose to create a task automatically once a subscription is renewed by navigating to Settings > Invoices > Preferences. This way, you won't forget to invoice your customer - as invoices will be created automatically. These can even be created from a deal right away if you set the cost type to recurring on your quotation. You can also create subscriptions in Teamleader Focus in case you have recurring invoices. This report gives you a more detailed overview - that you can also add to your invoice as you send it to a customer.ĭo note that you can only add products to an invoice based on time tracking, you cannot add time tracking to an invoice based on products. As soon as you create an invoice based on time tracking, a time tracking report will be created automatically. The positions on the invoice are merged based on the type of time tracking: calls, meetings, tasks based on work types. You can then still edit that invoice and add products, etc.
You invoice the tracked time via the contact/the company itself by navigating to the specific contact/company and by clicking "Actions" > "Unbilled time spent" > "Create invoice".
You can also track time and create invoices based on tracked time. (This feature is available in our Move package or higher) When creating an invoice out of a deal, you also have the option to split up payments and create an advance invoice.įor this option, we advise you to read " Getting started with: Projects". When creating the invoice out of the deal you can still add additional products, but note that it's not possible to add time tracking to an invoice based on a deal/products. Do note that you can only add products to an invoice based on tracked time, you cannot add time tracking to an invoice created from scratch.ĭo you prefer to watch our instructive video? You can do so right here:
You can create an invoice from scratch by navigating to Invoices > Add invoice or - on the detail page of a contact/company - by clicking the plus sign in the menu bar at the top of your screen. Moving on to the different ways to create an invoice: This will definitely save you some time when creating the actual invoice.įor more information, be sure to read " Getting started with: Products". Even if you don't sell products in a classical sense, we'd advise you to add services or products, as you can then add long descriptions and translations to them. This will allow you to make optimal use of Teamleader Focus right from the start.īefore you completely lose yourself in the maze of invoicing options, it may come in handy to create or import some products. But you'll need to be clear on your workflow once you've won the deal, and discuss this internally. In Teamleader Focus, there are several ways to invoice your products and services.