Holding time entries for future billing

There may be instances where you want to hold or exclude specific time entries from an invoice in order to bill them at a later date. How do I hold or exclude time entries for future billing?

Follow the steps below to exclude time entries on your invoice.

  1. Open the Invoices screen in Core and click Create New to create a new invoice for your project (single or batch invoice).
  2. You can view the associated time entries and exclude them from the current billing session.
  3. Click Save and process the invoice.

Note: Exclusion is for a single session only. If you close the Invoices screen and open it again, they will reappear next time. Also, to ensure these excluded time entries are included in your next billing cycle, make sure your “From” date is older than the date on these time entries.

Check Exclude Time and Expense Entries for details.

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