Creating Invoices

There are two ways to create an invoice in Simple Time: generate one from a completed work order, or create one manually from scratch.

Creating an Invoice from a Work Order

This is the fastest way to invoice a client. When you generate an invoice from a work order, Simple Time automatically pulls in:

• Labor hours — Based on time entries logged by your team.
• Materials used — Any materials recorded against the work order.
• Services performed — Services from your catalog that were applied to the job.

To create an invoice from a work order:

1. Open the completed work order.
2. Click Create Invoice.
3. Review the auto-populated line items.
4. Make any adjustments as needed.
5. Save the invoice.

Creating an Invoice Manually

If you need to invoice for something that is not tied to a specific work order, you can create a blank invoice:

1. Go to Invoicing from the main navigation.
2. Click New Invoice.
3. Select the client.
4. Add line items manually — enter a description, quantity, and unit price for each.
5. Save the invoice.

Line Items

Each invoice is made up of line items. A line item includes:

• Description — What the charge is for.
• Quantity — The number of units (hours, items, etc.).
• Unit Price — The price per unit.
• Total — Calculated automatically from quantity and unit price.

You can add, edit, or remove line items at any time before sending the invoice.

Tax

You can apply tax to your invoices. Set your default tax rate in your company settings, or override it on a per-invoice basis. Tax is calculated on the invoice subtotal.

Discounts

To offer a discount, you can adjust line item prices or add a discount line item with a negative amount. This gives you flexibility in how you present pricing to your clients.