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Time tracking — Invoiced time entries

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Birdview Support
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Availability

unavailable in Birdview PM Lite, Team, Enterprise
available in Birdview PSA Team and Enterprise license plans

Overview

Time entries can be marked as invoiced. This allows you to avoid double billing.

Marking time entries manually

Important

Editing time entries requires that you have the "Edit time entries" permission in your access level.

Note

Invoiced time entries automatically become locked.

To mark a time entry as invoiced manually, use these steps:

  1. From the header menu, select Time logs.
  2. Go to the "Time logs history" tab and make sure that the Invoiced field is visible, add it using the Columns button, if not.
  3. Find the entry you wish to mark as invoiced and click on the invoiced field in the respective row.
  4. In the menu that pops up, select "Yes".
  5. Changes are saved automatically.

Important

As the steps below involve handling billing information, you must have the "Access billing information" permission in your access level.

Marking entries as invoiced automatically

Entries included in a billing report can be marked as invoiced automatically:

  1. Run a billing report as described in Billing time or Billing report.
  2. Click Mark entries as invoiced. As a result, all the time entries included in the report will be marked as invoiced.

Using invoiced time entries

You can use the "Invoiced" filter (available options: All, invoiced, Not invoiced) among the Billing report filters to include only invoiced time entries in a report.

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