If you don’t have an existing billing or invoicing system, we have good news – you can now create and issue invoices directly from Chrometa.
Sending Your Timesheet to an Invoice
The quickest way to get an invoice started is directly from the Timesheet view.
To bulk create invoices for ALL clients and projects in your Timesheet, click the Create Invoices (All Projects)button displayed to the right of the Timesheet header:
To create an invoice for a particular project, mouse over the settings menu to the right of the project name, and select
You’ll be taken directly to the New Invoice screen with your invoice already started (and perhaps nearly completed!) for you. This screen is fully editable, and the table that contains your time entries behaves like a spreadsheet, so that you can conveniently make any final modifications needed to the invoice.
Add a new row by clicking the + button on the right:
Delete a row by selecting the row via the checkbox on the left of it, then click the Delete button:
Remove all rows by selecting the X on the far right:
You can click directly on any cell to edit it directly. And you can rearrange the order of the rows by clicking on the left-hand side of one and dragging it up or down.
When you’re finished editing, click the Save button. Or, use the drop down button next to the Save button (”Save and…“) to perform another action as you save the invoice (ie. Export to FreshBooks, Email invoice to client).
Use “Save And…” to save the invoice and export to a third-party system, or email the invoice directly to your client.
After you save your invoice, you’ll be taken back to your main Invoices List, where you can:
- Manage the state of your invoices
- Download an invoice to Excel or PDF
- Email an invoice directly to a client
- Export an invoice to another billing or accounting system (FreshBooks, QuickBooks, QuickBooks Online, Xero)
Creating a New Invoice From Scratch
You can create a new invoice from scratch by clicking the Invoices tab at the top of your screen and selecting New Invoice.
New invoice setup header.
First, complete the following fields in the New Invoice header:
- Project
- Start date
- End date
- Issued date (defaults to today)
- Due date (defaults to 30 days from today)
Then, click the blue Get Time button on the right side of your screen to pull in the annotations for this project and time frame. The entries will be grouped by annotation, and split by day.
The table that contains your time entries is again completely editable.
Managing Invoices
You can manage existing invoices from the Invoices List, which can be accessed by clicking the Invoices tab at the very top of your screen.
Mouse over the invoice you wish to edit, manage, and/or export for the list of options.
List of invoice options available from the Invoices List screen.
My list here is a bit long because I have many integrations enabled – yours will likely be shorter!
Exporting Invoices to Integrated Third-Party Systems
As you can see from the invoice options, we can directly export an invoice to FreshBooks, QuickBooks, QuickBooks Online, Xero, or other billing systems that have an invoice integration with Chrometa. To export, select the option above.
To enable your integration for the first time, select the Enable Integrations option at the very end of this list.
You can also export an invoice directly from the New Invoice screen by using the Save And… option highlighted above.
Use “Save And…” to save the invoice and export to a third-party system.
Sample PDF Invoice
Here is a sample PDF invoice download, created via the Download As PDF option.
