Creating Invoices in Toggl Track

[Support]

This article describes how you can create a PDF invoice based on your tracked hours from the Summary Report page.

How do I create an invoice?

It’s easy; go to the Reports (Summary or Detailed) and use the “Create Invoice” button located in the top right corner of the page.

Alternatively, head over to an Analytics chart and click on Actions > Create invoice to push the data from the report into an invoice.

Can I customize the invoice?

Yes, you can! After clicking the “Create Invoice” button you will be taken to an edit view where you can add new details or edit what is already there based on your Summary Report data:

The edit view for your new invoice will be pre-populated with data from your report, such as:

• The date when the report was generated

• The description (based on your data grouping settings)

• The quantity (based on your tracked hours)

• The total billable amount (based on your billable rate; this is a paid plan feature)

All of the pre-populated fields can be edited by simply clicking on the field you wish to edit:

You can add custom data in custom fields as well, such as the billing details for who gets billed, where the payment should be made, purchase order number, invoice ID, new invoice item, tax, and a custom memo at the footer of the invoice. The screenshot below highlights all the sections & fields you can edit.

How do I download an invoice?

When you are done editing your invoice, simply click on “Download Invoice” in the top-right corner of the invoice edit page:

Clicking “Download Invoice” will download a PDF file with all the data you entered into your default download location set in the browser you are using. Generated invoices are not saved within the Track app.

If you want to cancel the process and go back to the Summary Report simply click on “Go a step back”.

Quick walkthrough video of generating an invoice

https://downloads.intercomcdn.com/i/o/812805872/2227557a6769be05a5bb025c/Aug-22-2023+13-09-41.gif?expires=1731372300&signature=cc34b6333226ed1f6c46f242d3c3b6f8af739c321017f9bb09df1c9f453526b9&req=fCElHsl7lYZdFb4f3HP0gGpe7pCW%2Fdfr9G4nWF3JtCh7TUeokFbn%2BhyQNHTM%0AsAhR5OkNFr4saSjS%2Fg%3D%3D%0A(image larger than 10 MB)

NOTE: Invoices created by users on the Free plan will have the Toggl logo on the downloaded PDF file. To remove the logo and include your own, you need to be on a paid plan.

Invoice Management page & Invoice Access Rights

Clicking on “Invoices” in the main sidebar will take you to the Invoice page. On this page you’ll be able to:

• View & download previously created invoices

• Duplicate a past invoice

• Delete invoices

• Send invoices to QuickBooks (Starter feature)

Access Rights

• All workspace users can create invoices

• All workspace users can view and delete their own invoices on the Invoice page

• Workspace Admins, Team Leads and Project Leads can view invoices created by other workspace members

• Workspace Admins and Project Leads can delete invoices created by other workspace members

• Workspace Admins can send invoices to QuickBooks (Starter feature)

Important note: Team Lead and Project Lead roles are only available on the Premium plan.

Need more help or have suggestions for improvements? Contact our support team via chat using the purple chat button in the bottom-right corner.

[workingdevshero]

This button doesn’t seem to exist anymore

[Support]

Hello! Which button were you looking for?

[JMP]

Hi! What a terribly frustrating experience. I appreciate Toggl so much, but something got lost in translation with whatever changes you made.

There is no invoice button. There is no way to easily download an invoice in a PDF. Clicking on the Invoices tab in left-hand navigation takes you in circles with this Reports page.

It is one in the morning and I’m just trying to put together an invoice for a client in the cracks of my day. I run two businesses and work a full-time day job. I do not want to “Chat with support,” nor do I want to “Watch a video.” I simply want to read an article telling me how I can show up professionally for my client and also put food on my table by getting paid in a timely manner. It took me 20+ minutes to sign up for this Community, search the FAQs, and finally find an article — which is incorrect.

Here is the image in your help article, above:

Here is the image in the actual interface (desktop):

What happened? Toggl is trying to be too fancy — and has missed the human element at the other end of their UX.

I would appreciate if someone from support can reach out to me personally via email or phone (which you can hopefully see from the back end with my account). I would prefer not to have another mental task to “remember to check the community thing” for an answer. FAQs should be linked directly in the app, as well as a way to get in touch with support outside of a 1:00 a.m. “chat.”

[Support]

@JMP Hello Is your browser window the full width of your computer screen?

[JMP]

Hi, @Support — I appreciate you getting back to me.

1.) If I expand Toggl to the utmost width of my 12” screen, yes, I can see the tiny invoice icon.

2.) However, with all due respect — that almost frustrates me more (borderline: infuriates, which is a term I never use) because it is a COMPLETE DISREGARD TO THE ACCESSIBILITY COMMUNITY.

If I am someone who uses a screenreader, how would I have an ARIA label or UI element that tells me “things are hiding”? How would I have any indicator of drop-down options buried in the upper menu? Not even three dots or a “More” option? Why not use the space where “Rounding off” is, since rounding off doesn’t even matter if you can’t apply it to an invoice? Where is the dynamic dev?

For context, I’ve included a picture of my whole computer width. This is a picture of it just before taking up, as you said, “the full width of your computer screen”:

See how narrow the gap is between Toggl and the edge of the screen? Only a few pixels gap. For all intents and purposes, it’s “taking up the full width” from a consumer’s perspective, and still no invoice icon.

If I scooch it just a hair more to the right — so Toggl now has prime real estate for my screen and I am not able to interact with any other apps — now I can see a very tiny icon that serves as the gateway to my financial future.

Please excuse the tone, but I am unsettled because now this is not only an inconvenience — it’s very likely ignoring IT disability law (check out the WCAG a11y standards, IT Accessibility Laws and Policies | Section508.gov).

So yes, if I follow your instructions — the problem for me as an able-bodied adult is now “solved.” And I do appreciate your help with that. But I highly suggest Toggl prioritize this as not just a “nice-to-have” feature improvement, but digital accessibility as a human right.

[Support]

Hi @JMP
I’ll pass this feedback on to the team.

Thanks!