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How to Account for Travel in a Do and Charge Invoice – SprintSuite

Updated over 3 weeks ago

When your team members need to travel as part of a job, SprintSuite provides flexible options to record and charge for travel time accurately. You can either capture travel through timesheets or include it in the quote. Below are the two methods:

Option 1: Record Travel as a Shift Type and Charge via Timesheet

  1. Create a Shift Type for Travel

    • Go to Settings > Shift Types and create a new shift type called "Travel".

    • This helps distinguish travel time from actual work hours on site.

  2. Mobilise Staff to Travel Shift

    • Assign the travel shift to relevant staff.

    • Staff members then log a timesheet against this shift, capturing their travel time.

  3. Approve Timesheets

    • Approve the submitted timesheets under Staff Times > Details tab.

  4. Invoice as Do and Charge

    • When invoicing the client, select Do and Charge.

    • Include the approved travel timesheet in the invoice by ticking it during the timesheet selection step.

    • The cost will be calculated based on the staff member’s rate in their pay rate template. Click here to learn how to set up a pat rate template.


Option 2: Add Travel to a Quote to appear on the Invoice

  1. Include Travel in the Quote

    • When creating a quote, add Travel as a separate line item where it will generate a cost code.

    • This ensures the client is aware of expected travel charges up front.

  2. Then Add Travel Directly to the Invoice

    • Generate a Do and Charge invoice.

    • Click Add Row and select the correct cost code for travel.

    • The Qty, Units and Units Price will appear.

    • Then proceed to finalise the invoice as you normally would.

This approach is useful for travel that is charged at a fixed rate or agreed in advance.

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