OFFICE: Allocating Timers

How do I add a Timer to an Invoice?

Once you have a Paused Timer for a Project/Task you can add it to an Invoice as an Invoice Item. The rate for this Item will be calculated by what you specified as the Hourly Rate and the total run time.

You can do this right from the Time Tracking Widget anywhere in the platform or you can navigate directly to the Timers section.

CLICK HERE to learn about Timers & Time Tracking Widget

How do I add a Timer to an Invoice using the Time Tracking Widget?

Click the icon to expand the Time Tracking Widget and select the Timer you would like to manage from the dropdown menu.

In order to add the Timer to an Invoice it must be in Paused status and cannot be Counting. If the Timer is counting click the icon.

Once the Timer is Paused click the icon.

You can then choose to add the Timer to a New or Existing Invoice or Accumulating Generator.

For an Existing Invoice or Accumulating Generator, a dropdown menu will appear for you to choose from the list.

Only items related to the Client associated with the originally selected Project/Task will be available.

Before confirmation, you'll also be able to add or edit a Note to the Timer. The contents entered into this field will automatically be added to the Item Description field in the Invoice.

How do I add a Timer to an Invoice in the Timers section?

If you don't have the Time Tracking Widget enabled you can navigate to the Timers List View to manage them there.

Navigate to  Projects > Projects.

Then, click Timers in the top navigation menu bar.

Click the Options menu button for the Timer you would like to add and select Invoice.

TIP: The Timer must be in Paused status in order for the Invoice option to appear.

A modal will appear in which you can choose a new or existing Invoice or Accumulating Generator.

For an existing Invoice or Accumulating Generator, a dropdown menu will appear for you to choose from the list. Only items related to the Client associated with the originally selected Project/Task will be available.

You can also add a Note to the Timer. The contents entered into this field will automatically be added to the Item Description field in the Invoice.

Once you click the Invoice button you will be directed to the editing page of the Invoice or Accumulating Generator.

The Timer will be added as an Invoice Item. You can manually adjust the Quantity, Rate, and add a Discount or Tax like a normal Item.

CLICK HERE to learn about Invoices

CLICK HERE to learn about Accumulating Generators