Invoices
Turn billable time into a client invoice. Amounts always come from the time entries and rates, so an invoice can never disagree with the report.
Before you start
Invoices are for workspace owners and admins, on every plan. Set up rates first: an entry with no rate is priced at zero. Only billable time that is not already on an issued invoice is offered.
Create an invoice
- Open Reports, Invoices and choose Create invoice, or start from the time report.
- Pick one or more boards and the period. If a board's budget has a client name, it is filled in as the client; change it if you need to.
- Choose Lines grouped by item or person. Each line shows hours, rate and amount; edit the description of any line.
- Add a tax rate (0 to 100%, up to two decimals) and notes such as payment terms or bank details.
- Save it as a draft, or issue it straight away.
Each invoice gets the next number for the year, like INV-2026-0001. Money is kept in whole cents; tax is calculated once on the subtotal, so line amounts, subtotal, tax and total always add up.
Draft, issued, void
| Status | What it means |
|---|---|
| Draft | Saved with a number. Its lines can still be edited, and its time is not locked. Issuing re-prices it from the current time and rates. |
| Issued | Dated and final. Every time entry on it is locked against edits and deletion, in the app and through the API. |
| Void | Retired. Voiding an issued invoice unlocks its time so it can be invoiced again. The invoice stays on record marked void. |
A draft does not reserve its time. If some of that time is issued on another invoice first, issuing the draft is refused, so the same hour is never billed twice.
Print to PDF
Every invoice opens as a print-ready page with your workspace name as the sender, the client, the period, the lines, tax, total and notes. Choose A4, Letter or your printer's default paper size, then use Download PDF, which opens your browser's print dialog: pick Save as PDF.
What invoices do not do
- TallyWeek does not email invoices to clients or collect payments. Send the PDF the way you send invoices today.
- There is no logo or address block for the sender beyond the workspace name; put your address or tax number in the notes.
- There is no connection to accounting software. Time reports and entries download as CSV.
- One currency per workspace, set by the workspace default rate.
Related
- Time tracking, rates and budgets
- Client portal: what clients see while the work is under way.
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