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Creating invoices is especially easy with Time Logger.
Step 1: Use the Invoice/Automatic Invoice Filter option to select the Client
At this point your main window will display the time records about to be invoiced.
TIP 1: Now select View/Summary or View/Subtotals to see how much you will be invoicing.
TIP 2: You can select Filter/Filter Time Records and see the filter created. You can add conditions to this filter, such as a date range, to ensure that you're working with the correct set of time records for your invoice. See: Automatic Invoice Filter Window for a sample of how the filter looks when automatically generated. See: Filtering the Time Records for details and examples of how to work with Filters, such as adding a date range.
Step 2: Choose Invoice/View Invoice
Upon completing step 2, Time Logger generates an invoice (named: InvoiceNumber23.rtf for example) using your Invoice Template and the time records selected by your Automatic Invoice Filter and opens the generated invoice in your word processor. You can either print the invoice from your word processor, or close your word processor, make adjustments to your time records (or Invoice Template) and choose Invoice/View Invoice again.
TIP: Many of our customers print to a PDF document and email a PDF invoice to their client. Search for "pdf printer" on the Internet for inexpensive or free options and to learn more. See: Invoicing with PDF and Email
NOTE 1: If at this point you repeated Step 1 and Step 2, the system will give you a warning that you're about to overwrite the existing invoice file (named: InvoiceNumber23.rtf for example). This is OK if you've changed your time and need to re-generate the same invoice. However, if you need to generate another invoice for a different client, it is essential that you do Step 3 first. This will automatically increment the next invoice number from 23 to 24, as an example, so that you're creating a new and different invoice file name.
NOTE 2: You can also accomplish Step 2 by selecting Invoice/Print Invoice in which case the invoice file (named: InvoiceNumber23.rtf for example) will be created and then sent directly to your default printer.
Step 3: Choose Invoice/Post Invoice
This completes your invoicing process. Posting creates an invoice record, changes your time records to show that they have been invoiced and increments the Next Invoice Number (from 23 to 24, for example). See Invoicing Step 3: Posting the Invoice for the details.
NOTE: At this point you can repeat Steps 1, 2 and 3, to create a different invoice.
IMPORTANT TIP: Always post your invoices right after you have finalized them (decided it is ready to give to your client) and the time record list contains the same time records you just invoiced. If you forget to post your invoice, the next time you use the Automatic Invoice Filter, your previous Time Records will appear and you risk double-billing.
Please look through the following topics for details on these steps.
Word Processor Selection (on Tools->User Options->Other)