Configuring Invoice Export Follow

With SpringAhead, you have the option to bring invoices directly into your accounting software, with or without timecard information. Using this article, you will:

• Become familiar with the different settings
• Configure your invoice export  

Reviewing the Options

• Log in as an administrator.
• Click on Settings, then click on My Company.
• Scroll down to the Invoicing section. 

Here is an overview of what the above settings mean:

• No Invoicing
  • Checking box makes all time non-billable.
• Export Timecards with Invoices
  • Check this box if you are exporting timecards to a 3^rd party payroll provider, but still would like to have the timecards in your accounting software.
• Export Invoices
  • Tells SpringAhead to bring invoices into your accounting system.
• Include Time Descriptions on Invoices
  • Tells SpringAhead to send notes from the timecard to the description field on the invoice.
• Account Software
  • This is the accounting system that you use for invoicing.
• Invoice Cycle
  • The invoice cycle is the most common frequency in which you invoice your clients. This can be changed on a project by project basis.
• Invoice Date
  • This is the date that appears on your invoice.
    • If set to today, the date will be the day you export.
    • If set to custom, SpringAhead will ask you for a date each time you export.
• Invoice Description
  • SpringAhead has a lot of control over what populates in the invoice description.
  • The default invoice description is %Name% - %Dates%
  • See Customizing Invoice Descriptions
• Use Item Description on Invoices
  • Checking this box overrides the default invoice description above and uses the item descriptions in your accounting system.

Reviewing a Sample Setup

This is an example of the most common setup for bringing invoices into QuickBooks.

Combining Invoice Lines Into One Single Line

By default, the invoice will show each individual line of time tracked. If you'd prefer a single line with the total amount of time for a user, you must check the "Auto-Blank Invoice Service Dates" box in SpringConnect.

To do this, open up SpringConnect and navigate to Options > Settings > Advanced. Once checked, the Invoice lines will display a grand total of hours on a single line.

For more information on the settings in SpringConnect, you can refer to our SpringConnect Configuration article.