Create time entries to invoice a customer by using Business Contact Manager

You can create time entries from project tasks, appointments, phone logs, and tasks for each employee. The time entries help you to track time that is spent on work for a customer and to track employee hours for payroll.

You can create time entries and submit them one at a time, or you can submit multiple time entries at once for an employee. To submit several time entries at once, the appointments, phone logs, and tasks must be marked as billable.

Note: Only one time entry is created from recurring appointments and tasks.

Create a time entry to invoice a customer

  1. If you have not already done so, integrate your accounting system with Business Contact Manager for Outlook. For more information about how to integrate your accounting system and Business Contact Manager for Outlook, see Help in your accounting system.

  2. In Outlook, select a project task, appointment, phone log, or task.

  3. On the Actions menu, click Create Time Entry.

  4. Complete the Time Entry form.

    For more information about how to complete the form, see Help in your accounting system.

  5. To create an invoice, after you complete the Time Entry form, click Save & Close, and then click Create an Invoice.

Note: 

  • To view time entries, in the Calendar or Tasks pane, select the appointment or task, and then click Show Time Entry.

  • The preceding features may not be available with your accounting system. For more information, see Help in your accounting system.

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