🧾 Creating and Customising Invoices in SprintSuite
SprintSuite allows you to create invoices directly from a job with multiple options so you can accurately reflect your charges and streamline the process.
1. Create an Invoice
Inside your job, click Create Invoice.
Choose one of the following:
Start from Scratch – manually create an invoice line by line.
As per Quote – build the invoice based on the existing quote line items.
Do and Charge – automatically pull in purchases and/or timesheets recorded against the job.
2. (Do and Charge Only) Select Purchase Orders
Note: This step is only available if you selected Do and Charge when creating your invoice.
Select any purchase orders linked to the job that you want to include.
Add Margin: Apply a margin to all invoice items or adjust it per purchase line if needed.
Once complete, click Continue to move to the timesheet selection step.
3. Select Timesheet Entries & Items
Here you can choose which timesheets and items to invoice.
Search & Filter Options
You can filter by:
Staff
Description
Trade
Date
Time
Shift type
Show only uninvoiced
Include Details
Choose which details appear on the invoice (all are selected by default except Rate Card Rate).
Note: Only one rate type can be selected per row.
When ready, click Create Invoice from Selected Items.
4. Review and Adjust
Your selected items will now populate on the invoice.
Select Purchase Order Number: If applicable, choose the correct PO.
If you don’t want to use what is displayed in the Cost Code field, you can instead use the Item field.
You can also search by item and select from your client’s saved rates and inventory items.
This allows you to quickly add line items directly from your rate card or inventory without manual entry.Account Codes & Tax Type:
Tax defaults to GST on Income for both timesheets and purchases.
You can override the tax type manually.
Account codes can be selected manually or pre-populated if you’ve linked shift types to account categories.
5. Save, Approve, and Send
Click Save and Approve to finalise the invoice.
Send to client by:
Pushing to Xero (if Xero integration is active)
Exporting to PDF and sending manually if Xero is not used
This ensures that all costs, margins, and timesheets are properly captured and documented before sending to the client.
