You can add time entries to an invoice by navigating to the Time Entries screen.
Add Time Entries to an Invoice
1. To get started, navigate to a client in Canopy.
2. Click on the Billing tab.
3. Select Invoices on the left of the Billing tab.
4. Click the Invoice # to include a time entry.
To attach time entries, the invoice must be unpaid. Opening an invoice draft will take you directly to the editor.
For unpaid invoices already sent to the client portal, click the three-dot icon in the top right corner and select Edit to open the invoice editor
5. Click Add time or expenses.
6. Select the boxes in line with the desired time entries, then click Invoice Entries.
You'll see the updated invoice containing the newly added time entries.
WUWD on Grouped Time Entries: When adding time entries to an invoice, enabling the "Group" setting for a line item will group the entries by their service item. Click here to learn how to turn on "Grouped line items" in your invoice settings.
To adjust the rate for grouped time entries, use the WUWD column. Enter a negative amount (e.g., -20.00) to decrease the rate, or add a positive amount to increase the rate.
Click the arrow next to the invoice item to expand and view individual time entries. Once expanded, the WUWD amount is locked. To adjust the WUWD amount, collapse the time entries by clicking the arrow again.
When the WUWD amount is applied to the group, the amount gets split proportionally based on how much each time entry originally costs. So, the bigger the time entry, the bigger the share of the WUWD amount it gets.
To make this easier to understand, we'll break down the formula. Let's say you have two time entries in your group:
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โEntry A = $200
โEntry B = $300
โTotal for the group = $500
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Now lets say you want to add $100 to the WUWD column to bring the total up to $600 for the group.
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The WUWD amount of $100 will be split up proportionally across the time entries based on their original amounts:
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โEntry A = $200 of $500 = 40%
โEntry B = $300 of $500 = 60%
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So Entry A gets 40% of the WUWD amount, and Entry B gets 60%.
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The new totals for each time entry with the $100 WUWD split are:
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โEntry A = $240
โEntry B = $360
โNew total for the group including WUWD amount = $600
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The formula used is: (Entry Amount รท Total Amount of Group) ร WUWD Amount
7. Click Preview.
8. On the Preview screen, click Send.
Alternatively, you can Save, Download, or Print from the preview screen.
Remove Time Entries From an Invoice
1. Navigate to the billing tab on the Client Record.
2. Choose Invoices from the side menu.
3. Click the blue link in the Invoice # column in line with the time entry you wish to edit.
4. Click Edit on the Invoice screen.
5. Click the
in-line with a time entry to remove it from the invoice.
This will not remove the time entry from Canopy. It will simply edit the current invoice.
6. Select Preview.
7. Save or Send invoice.
Link a Time Entry to an Invoice From the WIP Report
1. Click Time on the global navigation bar.
2. Select WIP Report from the slide-in menu.
3. As needed, change the date filter by clicking on the date dropdown menu.
4. Select a client from the list.
5. Check all time entries you want to add to an invoice.
6. Click Add to invoice.
7. Select whether to Create a new invoice or Link to an existing invoice.
For new invoices, refer to the Create an Invoice article for more help.
8. Select an invoice on the slide-in panel.
You may need to filter the recent invoices panel or add a recurring invoice to the selected client.
Any invoice can be selected except for archived invoices.
9. Click Link to invoice.
The time entry links to the selected invoice.
Auto-Link Time Entries for Recurring Invoices
Auto-Linking Time Entries:
Canopy auto-links time entries to the corresponding service items, even if they pre-date the invoice. This helps invoice amounts and line items stay as accurate as possible.
Double-check that time entries and recurring invoices have the same client and at least one matching service item. If it doesn't meet these criteria, it won't auto-link.
Additional WIP Report Column:
The Auto-link column in a client's WIP report shows if a time entry is scheduled to link to an invoice.
Toggle off the Show scheduled auto-link time option to hide these entries in the report to help you focus on important billing decisions and keep the WIP report clutter-free.
Editing Existing Recurrences:
You can even update existing recurrences and activate the auto-link time option. This applies to both new and previously created recurring invoices.
Once you enable this, any following time entries auto-link to invoices, which makes your process less hands-on.
Removing Service Items:
Note that removing a service item from a recurring invoice doesn't automatically remove linked time entries. Please take into account the impact on reporting when making these changes!
Time Entry Linking Process:
Time entries auto-link to the next outstanding invoice and link when Canopy creates the invoice. Through this process, the WIP report displays these entries, clearly showing the scheduled auto-link.