Learn the ins and outs of billing clients using either manually created invoices or detailed invoices autofilled from time tracking records.
You can. There are different ways to add non hourly related items onto invoices based on how the invoices are constructed. Invoices based on actual work performed If you are using invoices based on actual work performed there are two ways to add non time related items to an invoice. You can manually click on […]
Detailed information such as module, work types, and time descriptions can be easily shared with QuickBooks or FreshBooks. This guide describes in detail how you can generate these types of invoices and also how to pull them into your bookeeping software. To start, create an invoice by selecting “Prefilled with work performed”: In the next […]
Our mapping is pretty simple: If the name of an invoice line item matches a service in QuickBooks, then we instruct QuickBooks to use it as one. Because of this, freeform invoices and invoices based on work performed can use this feature. In this example free form invoice, there is a line item with “Production” […]
FreshBooks FreshBooks is cloud accounting software designed for small businesses and freelancers. With Intervals you can copy your Invoices directly to your FreshBooks account. Please note if you have a FreshBooks Classic account it is not supported at this time. Only the new version of FreshBooks is supported. NOTE: Compound taxes are not supported at […]
How do I integrate QuickBooks Online with my Intervals account? Any Administrator or Manager with access to Invoices can integrate QuickBooks by authorizing the connection. The connection can also be initialized any time a new invoice is exported. When viewing an invoice, click the export icon below: Or an Administrator with access to Settings & Defaults can […]
After an invoice has been created, it can be edited to change the recipient. When the top half of an invoice is in edit mode, a drop down menu will appear that shows any of the people in Intervals (contacts or users) that have been associated with the client. In the following example, an invoice […]
The best way to add a discount to a project invoice is to add a negative line item. A project credit can be issued as well but that will not show up on the invoice. Invoices based on actual work performed and free from invoices both have the option to add a line item manually. […]
Intervals does not natively do estimates that a client signs off on at this time. We are contemplating adding estimates but the feature is not on the development plan at this time. One of the challenges we have learned is that people do bids in very different ways. When we used to do primarily web […]
If you are hoping to see the typical 30, 60, 90 days overdue, Intervals does not currently display overdue invoices in this fashion. Overdue invoices are shown by how many days they are overdue. To manage overdue invoices, you can use a pre-set filter by navigating to Invoices >> Overdue Invoices. Additionally, you can filter them […]
The invoice template cannot be customized, but existing fields can be used. One workaround is to add “Tax Invoice” to the title when creating the invoice. This way, the words will appear on the invoice. It could also be added to the billing or from address, the fine print section, or even putting the text […]