Combine Billable Time on Invoice

Combine Billable Time on Invoice

  1. All you need to do is enter single time activities or weekly timesheets.
  2. Open an Invoice form from Create plus tab and select a Customer to invoice with billable time.
  3. Right side drawer will open for add to Invoice, and choose “Group Time by Service” tab.
  4. Then it will combine all billable hours and create one line for each Service item.





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Enter a single time activity

Create Employees > Create “+” sign at the top middle of the QBO homepage screen, in between magnifying glass and clock icon > Employees > Single Time Activity.
Note: You will need a PLUS plan to enter this activity.
Enter a single time activity

  1. Choose a name from the list. An employee or a Vendor name for Independent Contractor.
  2. Enter the date the activity occurred.
  3. Select a location/department. If you don’t see this custom field, see below for to enable location/department tracking.
  4. Select a class. If you don’t see this custom field, see below for to enable class tracking.
  5. Select a customer if you want to bill the activity to a customer or track expenses for a customer.  If you don’t see this custom field, see below for to enable bills and expenses to a customer.
  6. Select a service. If you use services to enter time, choose a service that represents this activity from the products and services list. If you need new service item, see below for setup.
  7. If you are billing the activity to a customer, select the Billable checkbox. If you are allowed to change the rate at which an activity is billed, make sure that Bill at rate/hr is correct.
  8. Select Taxable if the activity is taxable.
  9. Enter the amount of time worked in Time. Or, select Enter Start and End Times to enter the time you started and ended work.
  10. For time break if any, select break time to subtract summary billable time.
  11. Enter description of the service type to override if necessary.
  12. Click Save and close (or Save and new to enter another time activity).
  13. See Custom Field Table below.

 
single-time-activity
 

Custom Field Table (need PLUS plan)

Location/Department
From the home page screen > Company gear wheel icon at the upper right corner > Your Company > Account and Settings > Advanced > Categories > Track Locations > ON
 

track-locations
 

Class
From the home page screen > Company gear wheel icon at the upper right corner > Your Company > Account and Settings > Advanced > Categories > Track Classes > ON
 
track-classes
 

Customer
From the home page screen > Company gear wheel icon at the upper right corner > Your Company > Account and Settings > Advanced > Time Tracking > Make Single-Time Activity Billable to Customer > ON
 
make-single-time-activity
 

Service
From the home page screen > Company gear wheel icon at the upper right corner > Lists > Products and Services > New > Time Tracking > Service > Fill out Name, Sales Information, Sales price/rate (hourly rate) > Income Account
 
service-rate
 

Show Billing Rate Box
From the home page screen > Company gear wheel icon at the upper right corner > Your Company > Account and Settings > Advanced > Time Tracking > Show billing rate to users entering time> Checkbox

 
show-billing-rate
 

First day of work week
From the home page screen > Company gear wheel icon at the upper right corner > Your Company > Account and Settings > Advanced > Time Tracking > First day of work week > Select Day from the list > Save.
 
first-day-of-work-week