Frequently Asked Questions

How do I generate an Invoice from tracked time?

In FreshBooks, you and your Employees can track your time to Projects. Those Projects are assigned to individual Clients, and you can Invoice your Clients easily based on that tracked time. As a bonus, any time tracked by your Employees will automatically be added to the Invoice for you. 

You can add unbilled time to a new Invoice a few different ways:

 

Generate an Invoice

  1. Go to the Time Tracking section (left side menu)
  2. Click on Generate Invoice at the top (next to the Start Timer button)

    generate_invoice_button

  3. Select your Client (any unbilled hours will show up next to them)

    client_selection

  4. Click Continue
  5. You have the option of showing your time entries in three different ways:

    Detailed

    The drop-down options for Detailed have Includes: Service, Project, Team Member, Date and Notes which you can check/uncheck, and a Date Range to help you filter out specific time entries.

    detailed_view

    Grouped

    The drop-down options for Grouped have Grouped By: Service, Team Member and Day, as well as Includes: Service, Project, Team Member and Date which you can check/uncheck. There is also a Date Range to help you filter out specific time entries.

    grouped_view

    Single Line

    The drop-down options for Detailed have Includes: Project, Team Member and Date which you can check/uncheck, and a Date Range to help you filter out specific time entries.

    single_line_view

  6. For any of the options above, click on the Add #h #m button to add it to the invoice in the format you've chosen. 
  7. Add a Rate for each line. The Line Total will automatically populate accordingly
  8. Enter any additional details on your Invoice (like Notes, Terms, Due Date, etc) 
  9. When you're all done, click Save or Send to finish!

 

Generate from Project

  1. Go to the Projects section (left side menu)
  2. Click on the Project you want to generate an Invoice for
  3. Click on the More Actions button
  4. Click on Generate Invoice

    ProjectGenerateInvoice.png

  5. Choose a Date Range, or leave it to All Time
  6. Your project will automatically be checked off. Click on the Continue button
  7. Customize your formatting options for your time entries, and click on the Add #h #m button to finish
  8. Continue editing the rest of your Invoice.

 

Create New Invoice

  1. Go to the Invoices section
  2. Click on New Invoice
  3. Select a Client
  4. Click on the Add a Line button, any unbilled time entries for that client will appear in the list of available items to select:

    unbilled_time_on_invoice

  5. You can continue to edit the Invoice, or save/send it. 

 

FAQs

How do I manually mark time entries as billed?

To mark time entries as billed, you can follow these steps:

mark_as_billed

  1. Go to the Time Tracking section
  2. Check off the box(es) next to the entries you want to mark as billed
  3. Click on the Actions button above the list
  4. Click on Mark as Billed
  5. Click OK in the confirmation pop-up and your time is now marked as billed.