Estimates, Repeating Invoices and Billing Your Time

Sending an estimate

Write the offer in the invoice editor as usual, then select Send as estimate instead of Send. It gets its own number, such as EST-2026-0001, and a date it is valid until: 30 days unless you change it. Sending an estimate does not need Stripe.

Your customer gets an email with a link to a page where they can select Accept estimate, with their name if they like, or Decline with a reason. You get a notification either way.

Turning it into an invoice

Open Estimates. For an accepted estimate select Make invoice: a draft invoice opens in the editor with exactly what you offered. Check it and send it. From the same list you can copy the link, email the estimate again or void it.

Repeating an invoice

Open an invoice you have sent and choose Repeat this invoice from its menu. Pick how often (every so many weeks, months or years), the first date and, if you like, an end date.

On each date TimelyDo makes a new invoice copied from the original. Choose whether each one is sent by itself, or left as a draft for you to check; you get a notification either way. Pause, resume or end a schedule on the Recurring invoices page.

Invoicing a booking

On the Invoices page select From a booking and pick one of your confirmed bookings. A draft opens with the guest as the customer and the event as the item, at its price. An event without a price becomes an hourly line for you to fill in.

A booking can only be invoiced once. A booking your guest already paid for online through TimelyDo cannot be invoiced, so nobody is charged twice.

Billing your time

Open Time and select Log time: the customer, the date, the hours and what you did. Hours not yet invoiced are listed per customer. Select Invoice all, or choose some entries, enter your hourly rate, and a draft opens with one line per entry.

An entry on an invoice cannot be changed or invoiced again. If you remove the line or void the invoice, the entry is free to invoice again.

FAQ