Setting the invoice content
On the "What to include" panel of the Invoice Setup dialog, choose
the client for whom you're creating the invoice from the
Clients list on the left.
Then you can Tab to the Project/Matter list (or click on it), to
select one or more projects for that client. For multiple
selections, Shift-click or ⌘-click listings.
NOTE: If you typically bill all of a
client's projects on an invoice, click Select all client
projects in the Invoice setup dialog to check it. Then all
projects for any client you select are automatically selected. Even
with the Select all client projects checkbox checked, you
can deselect any single project in the project list by
Command-clicking or Shift-clicking it.
Enter the dates to bill for. You can set TimeCache Preferences to automatically enter the
first and last days of the current month, current week or previous
month on the Invoice dates panel of TimeCache Preferences. You can
use any of the date entry tools TimeCache
offers to override the default entries.
Choose the types of entries to include in the invoice by checking
the Time entries, Expense entries, Billing
retainer entries, Items applied to
retainer, Marked, and Unmarked checkboxes. (Note that if you
check Items applied to retainer,
TimeCache shows all items applied to a retainer, regardless of
whether they are time or expense entries — even if you
have Time
entries or Expense entries
unchecked.)
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