Creating InvoicesPro

TeeckIn generates invoices directly from your time entries. Select the entries you want to bill, customize the invoice details, and export to PDF or mark as sent.

1. 1
   Go to Billing page
2. 2
   Select entries to include (check boxes or "Select All")
3. 3
   Click Create Invoice
4. 4
   Review and customize invoice details
5. 5
   Click Generate

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 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
• Mark as Sent — Record that you've sent it to the client
• Mark as Paid — When payment arrives, mark it paid
• 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.

Invoice numbers are assigned automatically and sequentially. Configure the format under Billing → Settings → 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 . Choose whether the counter resets . Choose whether the counter resets, yearly, or monthly — a resetting pattern must include the matching date token (e.g. monthly needs {'{MM}'} and a year), or numbers would repeat.

1. 1
   Go to Billing page
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