Creating Invoices

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

Work-order invoices are the fastest path for billed jobs. Create a standalone invoice when you need to charge a client without tying the bill to a scheduled job.

Creating an Invoice from a Work Order

When you generate an invoice from a work order, Simple Time copies the service line items already on that job (title, quantity, and price). You can edit those lines on the draft before sending.

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. Send or save the invoice.

Materials tracked on the job are not copied onto the invoice automatically. Add them as line items if you need to bill them.

Creating an Invoice Manually

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

1. Go to Invoices from the main navigation.
2. Click New Invoice.
3. Select the client. A site is optional.
4. Add line items from your service catalog, or enter a custom description, quantity, and unit price.
5. Save the invoice. It opens as a draft so you can add tax, discounts, and send it.

You can also start a new invoice from a client's overview or billing history.

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. Invoice lines are a snapshot of what you billed — they are not kept as live links to the catalog.

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 after any discount.

Discounts

To offer a discount, use the invoice discount (percent or amount) on the invoice. You can also adjust individual line item prices.