The first option button to add billable time and costs is automatically selected. You can also click “Save this as a preference” box to have this preference defaulted next time around.
3. Click OK and the Choose Billable Time and Costs window will open, starting with Time tab:
Select All. Click this option if you want to select all entries.
Checkmark column. When you Select All, these cells will all be check marked. You can toggle this on and off to include it in the invoice.
Print Selected time and costs as one invoice item. If you choose this option, you can still see separate items on the screen, but the printed invoice will only show one line of Total Reimbursable Expenses.
Total billable time and costs. The value changes automatically depending on which entries you check marked.
4. Select the Expenses tab and checkmark any of the reimbursable expenses you want to add to the invoice:
As in the Time tab, checkmark any reimbursable expenses you want to add to the invoice. You can mark up the value in the Markup Amount or % field. If you do this, you must assign the Markup Account or the system will not allow you to proceed.
Check the Selected expenses are taxable if they are.
5. Select the Mileage tab and choose the entries you want to add to the invoice.
6. Click the Items tab and select any items that you purchase for your customer or job.
7. Click OK when you are done with all the tabs and your billable time, mileage, and costs will be added to your invoice.
If you need to edit the invoice, click the Add Time/Costs button on the invoice which will bring you back to the previous Choose Billable Time & Costs window.
