Add billable time to an invoice from the client record, WIP report, or automatically through recurring invoices. This article explains when and how time entries can be linked, adjusted, or removed.
Why this Matters
Linking time entries to invoices ensures your firm bills accurately for work performed—whether you’re invoicing ad hoc, reviewing WIP, or relying on recurring invoices to streamline monthly billing.
Table of Contents
Add Time Entries to an Invoice
You can add time entries from an unpaid invoice in the client record.
Navigate to the client record.
Select the Billing tab.
Click Invoices.
Click the Invoice # you want to edit.
If the invoice is a draft, it opens directly in the editor.
If the invoice was sent but is unpaid, click the three-dot menu and select Edit.
Click Add time or expenses.
Select the time entries you want to include, then click Invoice Entries.
Review the updated invoice.
Click Preview, then select Send, Save, Download, or Print.
Heads up: Time entries can only be added to unpaid invoices.
Adjust WUWD on Time Entries
WUWD (write-up/write-down) can be applied at the line-item, grouped, or invoice-wide level, depending on your invoice settings.
WUWD on Grouped Time Entries
When Grouped line items are enabled, time entries are grouped by service item on the invoice.
👉 Learn how to enable Grouped line items.
Use the WUWD column to adjust the total for the grouped line item.
Enter a negative amount to decrease the total.
Enter a positive amount to increase the total.
Click the arrow next to the grouped line item to expand and view individual time entries.
When expanded, the WUWD field is locked.
Collapse the group to edit the WUWD amount again.
How WUWD is applied to Grouped Entries
The WUWD amount is split proportionally across time entries based on their original amounts.
Larger time entries receive a larger share of the adjustment.
Formula:
(Entry amount ÷ Total grouped amount) × WUWD amount
WUWD on Non-Grouped (individual) Line Items
When time entries are not grouped, WUWD can be adjusted directly on each individual line item.
Each line item has its own WUWD field.
Adjustments made at the line-item level are reflected immediately in the invoice total.
These adjustments apply only to the selected line item and do not affect others.
Auto WUWD (Beta)
Auto WUWD allows you to apply a single WUWD adjustment across the entire invoice.
Important:
Auto WUWD is currently in Beta.
It must be enabled in Experimental Features.
How Auto WUWD Works
When enabled, an additional WUWD field appears in the Subtotal / Invoice Total section.
This field lets you apply WUWD to the entire invoice, rather than to individual or grouped line items.
Override Behavior
If WUWD is already applied to individual or grouped line items and you then apply Auto WUWD:
The global Auto WUWD overrides all existing line-item and grouped WUWD values.
A notification appears informing you that existing WUWD values will be overridden.
The global WUWD amount is automatically distributed across line items using the same proportional formula.
This ensures invoice totals remain accurate while reducing manual adjustments when making invoice-wide changes.
Remove Time Entries from an Invoice
Removing a time entry only edits the invoice—it does not delete the time entry from Canopy.
Navigate to the client record and open the Billing tab.
Select Invoices.
Click the Invoice # you want to edit.
Click Edit.
Click the remove (trash) icon next to the time entry.
Select Preview.
Save or Send the invoice.
Link Time Entries from the WIP Report
You can link time entries directly from the WIP report to an invoice.
Click Time in the global navigation bar.
Select WIP Report.
Adjust the date filter as needed.
Select a client.
Check the time entries you want to invoice.
Click Add to invoice.
Choose to Create a new invoice or Link to an existing invoice.
Select an invoice from the slide-in panel.
Archived invoices cannot be selected.
Click Link to invoice.
Auto-link Time Entries for Recurring Invoices
Canopy can automatically link time entries to recurring invoices to reduce manual billing work.
How Auto-Linking works
Time entries are auto-linked when:
The client matches
At least one service item matches
Time entries can auto-link even if they pre-date the invoice.
Entries link when Canopy generates the next outstanding invoice.
WIP Report Indicators
The Auto-link column shows which time entries are scheduled to link.
Toggle Show scheduled auto-link time off to reduce WIP clutter.
Editing Existing Recurrences
You can enable auto-linking on existing recurring invoices.
Once enabled, all future eligible time entries will auto-link automatically.
Important Considerations
Removing a service item from a recurring invoice does not remove already-linked time entries.
Consider reporting impacts before modifying recurring invoice service items.
Summary
Time entries can be added from invoices, WIP reports, or auto-linked through recurring invoices.
Only unpaid invoices can be edited.
WUWD adjustments on grouped entries are applied proportionally.
Auto-linking helps reduce manual billing while keeping invoices accurate.
Need help?
Contact Support or ask Penny, our AI Knowledge Companion, for assistance.