Invoices
Create invoices from the time records.


To create an invoice:

Open the Control Panel, and click on the Invoices tab.

Click the + button to create a new invoice.

Change the name to something more meaningful, and edit any of the other fields.

Change the filter to reflect which time records should be used with the invoice.

Double-click the invoice or click the Open button to display the invoice window.



To add an image file such as your logo:

Select the invoice of interest from the Control Panel invoice tab, and click Open to open its window.

From the Finder, drag and drop your graphics file to the upper center part of the invoice.  Ideally the file should be the dimensions specified on the graphics placeholder.



To remove the image:

Select the invoice of interest from the Control Panel invoice tab, and click Open to open its window.

Select the image and press the Delete key.



Using the Address Book to fill out the “Invoice To” field (upper left part of the invoice window):

Select the invoice of interest from the Control Panel invoice tab, and click Open to open its window.

Click the Address Book icon on the toolbar.  A list of your Address Book names should appear.

Double-click on
a name from the Address Book Name column and the information is copied to the Invoice To field.

Click Done when done.



To edit an invoice:

Select the invoice of interest from the Control Panel invoice tab, and click Open to open its window.

Move the mouse around to the various fields on the invoice and fill them out as necessary.

Change the filter to define which time records are to be used for the invoice.

Resize the window to obtain the desired print size (the window size is noted at the bottom of the window).