Do you want to add billable time to an invoice from a completed Work Order / Visit? Here’s how to easily convert your worked time into billable items on an invoice.
From the completed Work Order / Visit, add a purchase order by clicking the "+" on the right.
Click on Add an item and select the billable item corresponding to the billable hourly rate you want to add to your invoice.
Adjust the quantity based on the amount of time displayed next to Add a timesheet in the Total Duration section. (Example: 1.5 for 1h30)
If needed, add a description (by clicking on the item) indicating the date the work was completed so it will appear on the invoice under the time entry. (Example: Visit on March 19, 2026)
Select the checkbox(es) for the items to add to your invoice and click Actions, then Add to an invoice.
ℹ️ If no invoice exists in the file, only the Create an invoice option will be available.
Choose the desired invoice and click Add to invoice.
💡 You will see the Already billed label in green once the item has been added to an invoice.