Creating InvoicesPro

TeeckIn generates invoices directly from your time entries. Select the entries you want to bill, customize the invoice details, then send it by email or mark it as sent, and record the payment when it arrives.

1. 1
   Go to the Calendar and find the unbilled time you want to bill
2. 2
   Click entries to select them (Shift+Click for a range)
3. 3
   Click Create Invoice
4. 4
   Review and customize invoice details
5. 5
   Click Create Invoice

Customize these fields on each invoice:

Each selected time entry becomes an invoice line item:

The Time Entries (or Work detail, on a quote-based invoice) section lists the tracked time linked to the invoice. While the invoice is a draft, use Edit time entries to add or remove linked time — pick from your unbilled entries, or uncheck one to unlink it.

Supplements are extra charges on top of an invoice's base — a flat fee, expenses, or extra tracked time billed by the hour. They appear in their own section on the invoice and PDF, separate from the base amount.

While an invoice is still a draft, open it and use Add / Edit supplements to:

• Add free-form supplement lines (description, quantity, unit price).
• Attach unbilled tracked time as a priced supplement (hours × rate).
• Remove any supplement you added.

When you convert an accepted quote into an invoice, the invoice mirrors the quote's fixed price. The invoice detail page shows a “Created from quote” link back to the original quote, and the invoice PDF prints a “Ref. quote”line — so both you and your client can trace an invoice to the deal it came from.

After creating an invoice:

• Download PDF — Get a professional PDF to email or print
• Send Invoice / Mark as Sent — Issue the invoice: it gets its number, is locked, and is archived
• Mark as Paid — Record a payment with the date it arrived (see Recording Payments below)
• Cancel Invoice — Issue a credit note that reverses a sent/paid invoice (see below). Drafts are simply deleted instead.

Once an invoice is sent it has a number and becomes part of your legal sequence — it can no longer be edited or deleted. To correct or undo it, you issue a credit note (avoir) that reverses it.

1. 1
   Open the sent or paid invoice
2. 2
   Click Cancel Invoice
3. 3
   Confirm — a credit note is created with its own number

What happens: the invoice is marked Cancelled, a credit note documents the reversal (its amount nets the invoice to zero in your totals), and the invoice's tracked time returns to unbilled so you can re-invoice it correctly.

When money arrives, click Mark as Paid on the invoice (or in the invoice list). The Record Payment dialog asks for:

1. 1
   The Payment Date — the day the money actually arrived, not the day you record it. It cannot be in the future or before the invoice date.
2. 2
   The payment method (bank transfer, card, cash, PayPal or other)
3. 3
   The amount received — it defaults to the full outstanding balance. Enter less to record a part payment.
4. 4
   Save the payment

Each payment is listed under Payments received on the invoice, with its date and, when a currency conversion applies, the exchange rate of that day. The invoice becomes Paid once its payments cover the full amount; until then it stays Sent and shows what is still outstanding.

Set each client's agreed payment terms under Settings → Invoicing → Clients, in Payment terms (days). Leave it empty for the default 30 days from the invoice date; the field does not accept more than the legal maximum.

On a draft you can set the due date yourself. If you leave it empty, TeeckIn fills it in when the invoice is issued: the invoice date plus the client's payment terms. Once set, a due date never changes. Credit notes have no due date.

Invoice numbers are assigned automatically and sequentially. Configure the format under Settings → Invoicing → Numbering, with a separate sequence for invoices, credit notes, and quotes.

Build a pattern from these tokens (everything else is kept verbatim):

• {YYYY} / {YY} — year of the issue date
• {MM} / {DD} — month / day
• {seq} / {seq:N} — the counter, zero-padded to N digits

Example: F {'{MM}'}-{'{YYYY}'}-{'{seq:3}'} produces F 05-2026-007. Choose whether the counter resets never, yearly, or monthly — a resetting pattern must include the matching date token (e.g. monthly needs {'{MM}'} and a year), or numbers would repeat.

If your business country is France, French law requires three statements on every invoice: the fixed indemnity for recovery costs, the late-payment penalty terms, and the early-settlement discount (or a statement that none is offered). TeeckIn adds them to every invoice automatically, with the legal default wording.

To use your own wording, open Settings → Invoicing → Business profile and find Mandatory invoice mentions. Leave a field empty to keep the legal default; the preview shows what your next invoice will print. Saving needs a connection.

For other countries the section does not appear and nothing is added. For any other note (for example a VAT exemption), use the client's Default special mention or the invoice notes.

Every invoice and credit note is archived automatically when it is issued, as the PDF your client receives, and kept for ten years. See Invoice Archive.

1. 1
   Select Invoices in the sidebar (under Billing)
2. 2
   See all invoices with status and amounts
3. 3
   Use filters to find specific invoices by client, status, or date
4. 4
   Click any invoice to view details or update status