Two settings decide when invoices appear and what is on them.
The pay cycle
Settings → Finance. Choose weekly, fortnightly, monthly or annually. For the weekly cycles you also pick the day of the week invoices are cut on, while monthly and annual cycles use the end of their own period.
One cycle covers the whole organization and both kinds of invoice. Set it before any hours are tracked, so your first period covers the dates you intended.
Changing it later
It is possible, but it changes the period boundaries for everything generated afterwards. Invoices already produced keep their own dates. Change it at a clean boundary, such as the end of a month, instead of mid-period, and check the first invoice afterwards covers what you expect.
Automation
The Automation tab on the Invoices page controls what the automatic run includes. Everything is included by default, and you switch things off instead of on.
- Billable invoices on or off for the whole organization.
- Payable invoices on or off for the whole organization.
- Exclude particular projects, such as internal work or a client you bill by hand.
- Exclude particular members, such as salaried staff whose pay does not come from tracked hours.
An exclusion only stops the automatic run. You can still generate for an excluded project or member yourself when you need to.
Generating on demand
The Generate button cuts invoices for the most recently completed pay period without waiting for the schedule. Running it twice is safe, because the second run tells you there is nothing new instead of producing duplicates.
Payment terms
The due date on each invoice comes from your organization's default payment term. Net 30 is the usual starting point.
Before you leave automation alone
Check the exclusions once a quarter. The commonest invoicing mistake in any organization is a project that was excluded during setup, forgotten, and never billed since.