The short version
Each of these makes an ordinary invoice, numbered and sent with the same checks as any other. Find them under Invoicing in the sidebar (Estimates, Recurring and Time) and on the Invoices page (From a booking).
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.
Choose Send later to pick a day and time instead. The draft waits, still editable, and is checked again when its time comes. It is valid for 30 days from the day it goes out unless you choose a date.
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 Make it recurring 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.
Open From your calendar and tasks on the same page to log time you already spent: your finished bookings, events of your connected calendars and completed tasks of the last 30 days, with their length filled in. Choose the customer and select Log. Each one can be logged once.
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
Can I change an estimate after sending it?
What happens if a repeating invoice cannot be sent?
Does a schedule make up for dates it missed while paused?
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