Troubleshooting
Why is an invoice not appearing for a client?
Learn what causes a missing or uncalculated invoice and how to resolve it.
Why Is an Invoice Not Appearing for a Client?
If an expected invoice doesn’t show on the month-end invoicing page, one or more prerequisites are missing.
Common causes
| Cause | Explanation | Fix |
|---|---|---|
| Account not approved | The time for that client hasn’t been marked as approved. | Approve the account on the Time Tracking → Accounts page. |
| Uncommitted rate schedule | Rate Schedule not linked to a rate card. | Update the rate schedule with the correct rate card. |
| Incomplete project | Project missing a Date Completed. | Edit the project record and set the completion date. |
| Cut-off date too early | Time entries locked before the intended period. | Adjust the cut-off date to include the full billing month. |
Steps to resolve
- Check approval status for all accounts.
- Review the Rate Schedule for correct date range and rate card.
- Confirm projects are completed and active.
- Re-run Calculate Invoices.
Notes
- Zero-value invoices also won’t appear until fixed.
- Always verify settings before recalculating to prevent overwriting valid data.
How do I fix overlapping or missing rate schedules?
Resolve issues that prevent rate schedules from calculating correctly during invoicing.
How do I move time entries from one project/rate shedule to another?
Move time entries between projects while preserving profitability calculations and invoice integrity.