Invoicing

Articles related to Invoices

Can I edit the invoices before sending them to the clients?
To modify an invoice before sending it to your customers, follow these steps: Navigate to the "Invoicing" tab in your account. Locate the invoi...
Fri, 12 Apr, 2024 at 11:46 AM
How do I set up taxes and surcharges?
You can set the default Tax and Surcharges from the "TimeTracker Flags". To set the default Tax or Surcharge Click the TimeTracker Flags ...
Fri, 12 Apr, 2024 at 12:37 PM
How do I track payments against an invoice?
To keep track of payments received, follow these steps to enter collection details: Go to the "Invoicing" tab and click on the "Collections...
Fri, 12 Apr, 2024 at 1:02 PM
How do I activate the Invoicing module in the PK4 TimeTracker?
Invoicing is an additional feature within the TimeTracker application. Once you've purchased the invoicing add-on, we'll promptly enable the invoici...
Fri, 12 Apr, 2024 at 1:20 PM
How do I create a new invoice template?
To create a new template, follow these steps: Navigate to "Classic Email Template" from the Setup menu. Click on the "New Template" b...
Fri, 12 Apr, 2024 at 1:30 PM
Can a single payment be applied to more than one invoice? How?
You can adjust a single payment against multiple invoices by following these steps: Go to the TT Collections tab and click the "New Collection" ...
Fri, 12 Apr, 2024 at 1:44 PM
How does the PK4 TimeTracker determine the selection of time details for generating invoices?
The Manager should set up a scheduler within the system to automate the generation of invoices. This scheduler will produce invoices for the time details of...
Fri, 12 Apr, 2024 at 4:51 PM
How do I add the materials costs to the Invoice?
The invoice can be created only with the time tracked on the Project or by adding the material details. To add the material details in an Invoice G...
Tue, 27 Dec, 2022 at 5:36 PM
How do I edit the invoice template?
To edit the existing invoice template Click on Setup and go to Classic Email Templates, Click on the "PK4 TT Invoice Template" Then click t...
Fri, 10 Mar, 2023 at 9:29 PM
How do I modify the auto generated invoices?
To edit the invoices, Go to the TT Invoice Headers tab in Salesforce, From the TT Invoice Headers, click the invoice that you want to edit, Make the ...
Wed, 28 Dec, 2022 at 4:27 PM