Articles

FreshBooks Integration

FreshBooks FreshBooks is cloud accounting software designed for small businesses and freelancers. With Intervals you can copy your Invoices directly to your FreshBooks account. Please note if you have a FreshBooks Classic account it is not supported at this time. Only the new version of FreshBooks is supported. NOTE: Compound taxes are not supported at […]

QuickBooks Online Integration

How do I integrate QuickBooks Online with my Intervals account? Any Administrator or Manager with access to Invoices can integrate QuickBooks by authorizing the connection. The connection can also be initialized any time a new invoice is exported. When viewing an invoice, click the export icon below: Or an Administrator with access to Settings & Defaults can […]

How do I address an invoice to a client contact?

After an invoice has been created it can be edited to change the recipient. When the top half of an invoice is in edit mode a drop down menu will appear that shows any of the contacts that have been added to the client. Invoicing with Intervals allows you to utilize the online billing features […]

Can I add a discount to an invoice?

The best way to add a discount to a project invoice is to add a negative line item. A project credit can be issued as well but that will not show up on the invoice. Invoices based on actual work performed and free from invoices both have the option to add a line item manually. […]

Do you have aging? How do I see overdue invoices?

If you are hoping to see the typical 30, 60, 90 days overdue Intervals does not currently display overdue invoices in this fashion.  Overdue invoices are shown by how many days they are overdue. To manage overdue invoices, you can use a pre-set filter by navigating to Invoices >> Overdue Invoices. Additionally, you can filter then […]

I need “tax invoice” on my invoice. What are my options?

The invoice template cannot be customized, but existing fields can be used. One workaround is to add “Tax Invoice” to the title when creating the invoice. This way, the words will appear on the invoice. It could also be added to the billing or from address, the fine print section, or even putting the text […]

Can my clients pay the invoice online?

Intervals does not support the ability for clients to pay invoices online at this time. With how Intervals currently works some users place a link to Paypal or their online payment form directly on the invoice.  Either on the invoice description or the fine print field. 

How do I create invoices?

At this time only Administrators and Managers can create invoices and you can only invoice on a per-project basis. If you have not already done so, make sure you have configured the invoicing options that are located in the Default invoicing section of Settings & Defaults. Those settings get used every time a new invoice is created, so configure […]

What makes an invoice outstanding?

The way project invoices are marked as paid/outstanding is a basic calculation that just looks at the total amount to be paid for the invoice vs. any payments. If the amount to be paid is greater than the payments, your account will carry an outstanding invoice. An invoice does not become overdue until it has not been […]

Can I create recurring invoices?

Intervals does not include recurring invoices at this time.  The closest functionality is copying an invoice.  When viewing an invoice there is a copy option in the left column toward the bottom of the page.

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