How to produce an invoice in TidyWork before recording time/materials

This document is for those businesses who invoice a project in advance before starting the project and recording time/materials. How this is done in TidyWork depends on whether the project is Time & Materials or Fixed Price project.

If the Project is Time & Materials:

1. A new task needs to be created and assigned against a time writer (preferably the one that is going to generate the invoice).

   

2. Click on the blue down arrow next to the task name and go to advanced settings

   

3. You can then enter a Fixed Price for the task

   

4. Under the Task heading in the Project Console, click on the tick to mark the task as Done.

   

5. Once complete, the amount will appear on the invoice queue ready to be generated and exported to Xero.

   

If the Project is a Fixed Price project:

1. You can use the Milestones function. Under the Milestones heading in the Project Console, add a Milestone.

2. Add the Invoice amount, set an Achieved Date and click save.

   

3. Once complete, the amount will appear on the invoice queue ready to be generated and exported to Xero.