Invoices
This page describes the Invoices workspace for invoice summaries and draft forms. Subscription billing invoices for your In Time PRO plan are managed separately under Subscription.
Overview
Invoices provides a workspace for invoice summary cards and draft forms. Authorized users can review totals and open a create or edit form for invoice settings, client data, and calculations.
For invoices related to your organization’s In Time PRO plan payments, open Subscription → Payment History → Show Invoice. That flow is separate from the Invoices workspace described on this page.
Client Portal users may also see invoices in the portal experience. That view is separate from this workspace. See Clients.
How to access
Open Invoices when it is available in your organization. This workspace may not appear on the main menu.
For plan payment invoices, use Main Menu → Subscription → Payment History → Show Invoice.
If you cannot open Invoices, ask your administrator for access guidance.
What you can do
On the list you can review:
| Element | Description |
|---|---|
| Summary cards | Totals such as Total, Overdue, Paid, Unpaid, and Draft |
| Recently updated rows | Invoice rows shown on the list |
| Create or edit | Opens the draft form |
On the create or edit form you can review:
| Section | What it covers |
|---|---|
| Settings | Invoice settings fields |
| Client data | Client-related fields |
| Calculation table | Amounts and calculation layout |
Use Cancel to return to the list.
Step-by-step workflow
- Open the Invoices workspace.
- Review the summary cards and recently updated invoice rows.
- Open the create or edit form.
- Review settings, client data, and the calculation table.
- Choose Cancel to return to the list.
- For a plan payment invoice, open Subscription → Payment History → Show Invoice.
Expected result
The list shows summary cards and invoice rows. The create or edit form shows settings, client data, and calculation sections. Cancel returns you to the list. Show Invoice on Payment History opens the subscription invoice for that payment.
Common validations
The Invoices workspace is a summary and draft-form area. Follow the required-field messages on the form when they appear.
| Situation | What you see |
|---|---|
| You cannot open Invoices | Ask your administrator for access |
| You need a plan payment invoice | Use Subscription → Payment History → Show Invoice |
| Client users need portal invoices | Use the Client Portal invoice view |