Setting the invoice content

'What to include' invoice setup options

On the "What to include" panel of the Invoice Setup dialog, choose the client for whom you're creating the invoice from the Clients list on the left.

Then you can Tab to the Project/Matter list (or click on it), to select one or more projects for that client. For multiple selections, Shift-click or ⌘-click listings.

NOTE: If you typically bill all of a client's projects on an invoice, click Select all client projects in the Invoice setup dialog to check it. Then all projects for any client you select are automatically selected. Even with the Select all client projects checkbox checked, you can deselect any single project in the project list by Command-clicking or Shift-clicking it.

Enter the dates to bill for. You can set TimeCache Preferences to automatically enter the first and last days of the current month, current week or previous month on the Invoice dates panel of TimeCache Preferences. You can use any of the date entry tools TimeCache offers to override the default entries.

Choose the types of entries to include in the invoice by checking the Time entries, Expense entries, Billing retainer entries, Items applied to retainer, Marked, and Unmarked checkboxes. (Note that if you check Items applied to retainer, TimeCache shows all items applied to a retainer, regardless of whether they are time or expense entries — even if you have Time entries or Expense entries unchecked.)