What is Invoices?
Invoices is where you bill clients and track vendor bills — professional PDFs, sent by email, with nothing slipping through. And because it shares the same memory as the rest of Timer, an invoice is tied to the person, deal, and meetings behind it, so Pallas can chase what's owed with the full context.
Pro Tip
Invoices are for money coming in (from clients), Bills are for money going out (to vendors). Both are managed in the same app with separate tabs.
Key Features
PDF Generation
Professional PDF invoices with your branding
Email Sending
Send invoices directly with PDF attachments
Line Items
Detailed line items with tax calculations
Company Integration
Link invoices to your CRM companies
Invoice vs Bill
Understanding the difference between invoices and bills:
Invoice (Outgoing)
Documents you send to clients for services or products. These represent money owed TO you.
Bill (Incoming)
Documents received from vendors for purchases. These represent money you OWE to others.
Creating Your First Invoice
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1
Click New Invoice
Click the "+ New Invoice" button in the header. Choose whether you're creating an Invoice or Bill.
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2
Set Basic Details
Enter the invoice date, due date, and optionally select a company from your CRM.
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3
Add Line Items
Add your products or services with description, quantity, unit price, and tax rate. Totals calculate automatically.
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4
Add Notes & Terms
Include any notes for the client and payment terms. These appear on the PDF.
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5
Save & Send
Save as draft to edit later, or save and send the invoice directly via email with the PDF attached.
Invoice Status Workflow
Track your invoices through their lifecycle:
- Draft: Work in progress - not yet sent to the client
- Sent: Invoice has been emailed to the client
- Paid: Payment received - invoice is complete
- Overdue: Past the due date and still unpaid
- Cancelled: Invoice voided and no longer valid
Automatic Overdue Detection
Invoices are automatically marked as overdue when they pass their due date without payment.
PDF Generation
Generate professional PDFs for any invoice or bill:
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1
Open Invoice Details
Click on any invoice to open the details drawer.
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2
Click Download PDF
Click the "Download PDF" button. The PDF is generated instantly with all invoice details.
PDFs include:
- Your company header and logo
- Full party (client/vendor) details
- Complete line items table
- Subtotal, tax breakdown, and total
- Notes and payment terms
Sending Invoices by Email
Send invoices directly to clients with optional PDF attachment:
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1
Click Send Email
From the invoice details or context menu, click "Send Email".
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2
Review Details
The recipient email is pre-filled from the invoice. Customize the subject and message as needed.
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3
Send
Click Send. The invoice status updates to "Sent" and the activity is logged.
Dashboard Statistics
The stats cards at the top give you a quick overview:
Total
Total value of all invoices/bills
This Month
Total invoiced this month
Unpaid
Outstanding invoices awaiting payment
Overdue
Past-due invoices requiring attention
Invoice Settings
Customize your invoice settings for a streamlined workflow:
- Number Prefixes: Set prefixes like "INV-" for invoices and "BILL-" for bills
- Auto-numbering: Automatic sequential numbering for new documents
- Default Tax Rate: Set your standard tax rate to apply automatically
- Payment Terms: Default number of days until due
- Your Company Info: Name, address, VAT number for PDF headers
- Default Notes: Standard notes and terms that appear on every invoice
Best Practices
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1
Set Up Company Info First
Configure your company details in settings before creating invoices. This ensures professional PDFs.
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2
Use Consistent Numbering
Keep your invoice numbers sequential. Use meaningful prefixes like "INV-2026-" for easy organization.
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3
Track Overdue Invoices
Regularly check the Overdue filter and follow up promptly on late payments.
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4
Link to Companies
Always link invoices to CRM companies when possible. This creates a complete financial history.
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5
Mark Paid Promptly
Update invoice status as soon as payment is received to keep your dashboard accurate.
Frequently Asked Questions
Can I create recurring invoices?
Recurring invoices are coming in a future update. For now, you can duplicate an existing invoice and modify the dates.
Can I customize the PDF template?
PDF templates use your company info and Timer's professional design. Custom templates are planned for a future update.
How do I record partial payments?
Use the "Mark as Paid" button and enter the amount received. The invoice tracks both paid and remaining amounts.
Can I send invoices to multiple recipients?
Currently, you can send to one email at a time. You can send the same invoice multiple times to different addresses.
Are my invoices backed up?
Yes, all invoice data is securely stored in Timer's cloud infrastructure with regular backups. Generated PDFs are also saved.