Articles related to Invoices

How do I edit the invoices before sending them out?
You can edit the Invoice before sending it to customers. You can edit Materials used, Quantity, or Tax amount in the invoice. To edit the Materials or Q...
Fri, 10 Mar, 2023 at 6:19 PM
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 ...
Thu, 8 Dec, 2022 at 7:44 PM
How do I track payments against an invoice?
If a partial invoice is paid, those entries are made in the Collections tab. These details get updated in the invoice and show the pending amount of the...
Tue, 27 Dec, 2022 at 6:00 PM
How do I activate the Invoicing module in the PK4 TimeTracker?
Invoicing is an add-on in the TimeTracker application. After you purchase the invoicing add-on, we will enable invoicing license for you and you can start b...
Thu, 9 Mar, 2023 at 11:55 AM
How do I create a new invoice template?
To create a new Template Go to Classic Email Template from Setup, Click the New Template button, Create an HTML template and save it.
Fri, 10 Mar, 2023 at 9:29 PM
Can a single payment be applied to more than one invoice? How?
Yes, you can adjust a single payment against multiple invoices. To add the payment details Go to the TT Collections tab and click the New Collection b...
Mon, 19 Dec, 2022 at 5:46 PM
How do I send out invoices automatically?
PK4 TimeTracker includes two services for automatic invoicing: A service that generates Invoices from all Time Details logged for the past month, with one...
Fri, 17 Mar, 2023 at 6:11 PM
How does the PK4 TimeTracker decide on which invoices are to be created?
If the invoicing is enabled for your org, and the Header is created for Invoices. Then the Invoices get created automatically when the TimeTracker users tra...
Mon, 19 Dec, 2022 at 6:13 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