During longer projects, you may need to invoice a single client at different occasions. In those cases, it would be nice to be able to send these as a single invoice. Less administration for the client, less chance of delayed payments for you. Everybody’s a winner!

It is not possible to merge 2 existing invoices, but Teamleader has some tricks up its sleeve to invoice in an efficient way. Here is how you go about it.

Starting from a project

Let’s say you’ve put in a couple of hours of work for client X, which you have time tracked. If you need to add extra costs afterwards, just click the arrow next to your project name on top, and click ‘add external cost’.

  1. When you’re ready to start invoicing, choose to ‘invoice based on phases’. Your timetracking and external costs will automatically be added to the same invoice.
  2. An invoice is created.
  3. Click the pencil next to ‘Contents’ in order to add extra products or services to the invoice. Beware that this has no influence on the budget of the project.
  4. You are now ready to send.

Note: You cannot invoice two projects on one invoice!

Invoicing Unbilled Time

In case you are not using the projects module, and you want to add elements to the timetracking that have not yet been invoiced, you can choose to ‘Invoice unbilled time’.

  1. Go to the invoices overview.
  2. Click on Invoice unbilled time in the top right-hand corner.
  3. A list will appear of all the timetracking that has not yet been invoiced.
  4. From here, you can proceed to create the invoice. Just set the slider to ‘yes’ next to the timetrackings you want to invoice and click ‘preview’.
  5. All timetrackings, that are not related to a project, of the same client are grouped together on one invoice - one invoice per client.
  6. Once the invoice is created, you will be sent to the invoice page where you can add the extra lines for additional products or services.
  7. You are now ready to send.

Why make things harder than they need to be, right?