New invoice is missing.

Timeo hides it until your legal name and address are saved. Tap Open Tax & invoicing, fill them in and save.

The customer has no orders to pick.

Only completed orders can be invoiced. Finish the order first, or use Date range if the orders fall in a period.

I cannot open Customer invoices.

The page is for owners, admins, managers and accountants. Other roles are sent back to the dashboard.

How to issue a tax invoice for one order or a date range.

Some customers need a proper tax invoice for their own records or claims. Timeo issues one for a single order or for all their completed orders in a period, with the number filled in for you.

Who it is for: Owners, admins and managers
Plan: Every plan (Basic, Advance and Team)

Issue an invoice

Open Reports > Customer invoices.
Tap New invoice.
Under Customer, tap Search & select a customer… and pick the customer.
Choose Per order and tap one of their completed orders, or choose Date range and set Period start and Period end (exclusive).
Optionally add Customer tax ID / TIN (optional) and Notes (optional).
Tap Issue invoice. The invoice appears in the list with its number.
Tap PDF on the invoice to download or share it.

Void an invoice

Tap Void on an issued invoice and type a reason for the audit trail. The invoice stays in the list marked Voided.

What your customers see

The PDF you send them, with your legal name, address and registration numbers.
Members can also get a receipt themselves in their account, for completed orders in the last 30 days.

Common problems

New invoice is missing.: Timeo hides it until your legal name and address are saved. Tap Open Tax & invoicing, fill them in and save.
The customer has no orders to pick.: Only completed orders can be invoiced. Finish the order first, or use Date range if the orders fall in a period.
I cannot open Customer invoices.: The page is for owners, admins, managers and accountants. Other roles are sent back to the dashboard.

More in Payments and invoices, or start with the getting started guide. Still stuck? Contact us.