{"schema":"exacc.help.page/1","url":"https://exacc.au/help/invoice-from-timesheet/","title":"Invoice from timesheets","description":"Turn recorded time into an invoice: pick the client, choose how to price and describe the time, select the entries and create a draft invoice.","category":"Invoicing & Payments","summary":"Open **Business › Sales › Invoice from Time**, select the client, choose how to charge and describe the time, tick the timesheet entries and click **Create Invoice**. Exacc makes a draft invoice and links the entries to it, so the same time is never billed twice.","lastVerified":"2026-09-29","apps":["app"],"processIds":["invoice_from_time"],"start":{"label":"Open Invoice from Timesheet","url":"https://app.exacc.au/{dbId}/sales/invoice-timesheet"},"menuPath":["Business","Sales","Invoice from Time"],"before":["Timesheet entries recorded against the client.","Hourly rates on the users who did the work, if you charge at current rates."],"steps":[{"step":1,"title":"Select the client","body":["Click **Select Clients**, tick one or more and click **Confirm Selection**. The first one becomes the **main client**, the one the invoice is addressed to; click another in the list to change it. Time from every selected client goes on that one invoice."],"url":"https://app.exacc.au/{dbId}/sales/invoice-timesheet","image":"https://exacc.au/help/invoice-from-timesheet/step-1.png"},{"step":2,"title":"Choose the invoice settings","body":[],"fields":[{"name":"Items Charge Type","help":"**Charge using current rates** (time × the person's hourly rate now) or **Charge using recorded rates** (the charge saved on each entry).","required":true},{"name":"Items Display Type","help":"**Merge into single invoice detail** (one line listing all descriptions), **Add each time entry as separate invoice detail**, or **Let AI write your Invoice Description as a summary of your timesheets**.","required":true},{"name":"Add Date / Add User to description","help":"put the date and the person on each line."},{"name":"Items tax code, Items Account","help":"the tax code and income account for the lines.","required":true}]},{"step":3,"title":"Select the entries","body":["The grid shows the client's entries that are not on an invoice yet, up to the date in **Show entries to:** (today by default). Tick the ones to bill; the footer shows how many and the total charge."]},{"step":4,"title":"Create the invoice","body":["Click **Create Invoice**. Exacc creates a **draft** invoice dated today with you as sales person and opens it. Check it, then click **Update & Finalize** and send it as usual.","Already have an invoice for this work? **Assign To Existing** links the selected entries to an invoice you pick, without changing its lines or total."]}],"sections":[{"heading":"Billed by mistake?","body":["Deleting the invoice frees its timesheet entries so you can invoice them again."]},{"heading":"Finding unbilled time","body":["**Reports › All reports** has **Timesheets not invoiced** and **Uninvoiced timesheet**, and **Invoices from Timesheet** lists invoices with time attached."]}],"related":["https://exacc.au/help/create-invoice/","https://exacc.au/help/manage-invoices/"],"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}