Learn the ins and outs of billing clients using either manually created invoices or detailed invoices autofilled from time tracking records.
Intervals does not support the ability for clients to pay invoices online at this time. With how Intervals currently works some users place a link to Paypal or their online payment form directly on the invoice. Either on the invoice description or the fine print field.
At this time only Administrators and Managers can create invoices and you can only invoice on a per-project basis. If you have not already done so, make sure you have configured the invoicing options that are located in the Default invoicing section of Settings & Defaults. Those settings get used every time a new invoice is created, so configure […]
The way project invoices are marked as paid/outstanding is a basic calculation that just looks at the total amount to be paid for the invoice vs. any payments. If the amount to be paid is greater than the payments, your account will carry an outstanding invoice. An invoice does not become overdue until it has not been […]
Intervals does not include recurring invoices at this time. The closest functionality is copying an invoice. When viewing an invoice there is a copy option in the left column toward the bottom of the page. Note: Invoices based on actual work performed cannot be copied. Only free form invoices can be copied.