Why won't my invoice send to my accounting software?
Why won't my invoice send to my accounting software?
There are a few common causes. First, check that the Contact is synced with your accounting software — if they don't exist there yet, they'll need a valid email address so MinuteDock can create them.
Second, check your currency settings — the invoice won't go through if your accounting software isn't set up to handle the currency you've selected.
Finally, your integration connection may have been disrupted and need reauthorising. Head to Account > Integrations to check the connection status. See your integration-specific guide underIntegrations for detailed troubleshooting.
Remember, you can always reach to us at team@minutedock.com for help with connection issues!
How do I control what my client sees on the invoice?
How do I control what my client sees on the invoice?
When creating an invoice, you can choose exactly what appears in each line item description — including or excluding details like the date, user, task name, project, and entry notes.
You can also edit descriptions manually by clicking directly on them. See Creating and Sending an Invoice for a full walkthrough of the formatting options.
What's the difference between the invoice grouping options?
What's the difference between the invoice grouping options?
Grouping controls how your time entries are rolled up into line items. You can group by task, project, user, description, day, or week — or use "summary" to combine everything into a single line.
For example, grouping by Project gives you one line per project, while grouping by User shows each team member's total time as a separate line.
MinuteDock remembers your grouping preference for each Contact, so you only need to set it once. See Creating and Sending an Invoice for more detail.
Why are some time entries missing from my invoice?
Why are some time entries missing from my invoice?
A few things can cause this. The entry may have been tagged as unbillable (check whether the Contact, Project, Task, or User is set to unbillable or has a rate of $0.00/hr). It's also possible the entry was already included in a previous invoice — run a Report to check.
If you're using custom invoice filters, make sure the date range and other filters aren't excluding the entries you're looking for. SeeCreating and Sending an Invoice for more on locating missing entries.
Can I invoice for only part of a client's tracked time?
Can I invoice for only part of a client's tracked time?
Yes. When creating an invoice, you can decide exactly which time entries you want to include, or just choose to invoice everything.
What happens to time entries after I create an invoice — can I still edit them?
What happens to time entries after I create an invoice — can I still edit them?
Once time entries are included in a sent invoice, they're marked as invoiced and won't appear in your Ready to Invoice list again.
If you need to make changes, you can delete the invoice in MinuteDock — this returns all its time entries to billable status so you can re-invoice them.
Note that if you sent the invoice to your accounting software, you'll need to void/delete it there separately. See Delete or Archive an Invoice for more.
How do I handle different billing rates on the same invoice?
How do I handle different billing rates on the same invoice?
MinuteDock handles this automatically. Each time entry carries its own billing rate based on your rate settings, so entries at different rates will appear as separate line items on the invoice.
If you want to merge entries with different rates, you can — the merged line will show the combined hours and a blended average rate.
If I edit the invoice line to change the hours or rate, will it change the underlying time entry?
If I edit the invoice line to change the hours or rate, will it change the underlying time entry?
No. Any edits you make on the invoice — including changing hours, rates, or descriptions — only affect the invoice itself.