What's in this Article

• Add Time Entries to an Invoice
• Remove Time Entries From an Invoice
• Link a Time Entry to an Invoice From the WIP Report
• Auto-Link Time Entries for Recurring Invoices

You can add time entries to an invoice by navigating to the Time Entries screen. 

Add Time Entries to an Invoice

1. To get started, navigate to a client in Canopy. 

2. Click on the Billing tab.

3. Select Invoices on the left of the Billing tab.

4. Click the Invoice # to include a time entry.

You can only attach time entries to unpaid invoices.

5. Click the three stacked dots and then select the option to Edit the invoice.

6. Click + Add saved time.

• The time entry is indicated by the time entry icon on the left side of the line item.
• For more information on invoices, refer to the Creating an Invoice article and video.

7. Select the boxes in line with the desired time entries and click Invoice Entries. 

You'll see the invoice update containing the newly added time entry.

8. Click Preview changes.

9. On the Preview screen, click Send.

Alternatively, you can Save, Download, or Print from the preview screen.

Remove Time Entries From an Invoice

1. Navigate to the billing tab on the Client Record.

2. Choose Invoices from the side menu.

3. Click the blue link in the Invoice # column in line with the time entry you wish to edit.

4. Click Edit on the Invoice screen.

5. Click the  in line with a time entry to remove it from the invoice.

This will not remove the time entry from Canopy. It will simply edit the current invoice.

Link a Time Entry to an Invoice From the WIP Report

1. Click Time on the global navigation bar.

2. Select WIP Report from the slide-in menu.

3. As needed, change the date filter by clicking on the date dropdown menu.

4.  Select a client from the list.

5. Check all time entries you want to add to an invoice.

6. Click Add to invoice.

7. Select whether to Create a new invoice or Link to an existing invoice.

For new invoices, refer to the Create an Invoice article for more help. 

8. Select an invoice on the slide-in panel.

• You may need to filter the recent invoices panel or add a recurring invoice to the selected client.
• Any invoice can be selected except for archived invoices.

9. Click Link to invoice.

The time entry links to the selected invoice.

Auto-Link Time Entries for Recurring Invoices

Auto-Linking Time Entries:

Canopy auto-links time entries to the corresponding service items, even if they pre-date the invoice. This helps invoice amounts and line items stay as accurate as possible.

Double-check that time entries and recurring invoices have the same client and at least one matching service item. If it doesn't meet these criteria, it won't auto-link.

Additional WIP Report Column:

The Auto-link column in a client's WIP report shows if a time entry is scheduled to link to an invoice.

Toggle off the Show scheduled auto-link time option to hide these entries in the report to help you focus on important billing decisions and keep the WIP report clutter-free.

Editing Existing Recurrences:

You can even update existing recurrences and activate the auto-link time option. This applies to both new and previously created recurring invoices.

Once you enable this, any following time entries auto-link to invoices, which makes your process less hands-on.

Removing Service Items:

Note that removing a service item from a recurring invoice doesn't automatically remove linked time entries. Please take into account the impact on reporting when making these changes!

Time Entry Linking Process:

Time entries auto-link to the next outstanding invoice and link when Canopy creates the invoice. Through this process, the WIP report displays these entries, clearly showing the scheduled auto-link.