Create a new invoice in Jortt

To connect with an invoicing program, you need at least Keeping Plus. Additionally, a separate Jortt account with at least the Jortt Complete subscription is required. The required Jortt subscription is not included.

After you link Keeping and Jortt, you can create Jortt invoices directly from Keeping.

Creating an Invoice

You can create a new invoice in different ways, for example, via the New Invoice button in the invoice overview screen. You can also use the toolbar in reports to use the current report overview as input.

In the example below, we create an invoice via Invoices.

In the associated invoices overview, we use the New Invoice button.

The Invoice Screen

First, select the integration you want to use for invoicing from the top right. Then select the hours for which you want to create the invoice:

This screen displays all details of the hours relevant to your created invoice. You can refine your selection by selecting the date range, projects, clients, tasks, and team members.

Extra Options

Additionally, you can use extra options to further refine your selection: Here you have the options to include previously invoiced hours in this invoice, or only include non-invoiced hours. You can also choose not to include hours already invoiced with this integration (useful if you add multiple administrations to your organisation). You can also select whether to include indirect hours in this invoice or only the direct hours. Read more about direct/indirect hours.

Determining the Invoice Amount

You can set your rate in various ways. Choose how the rate is determined:

• Hourly rate for the entire invoice, where all hours are billed at the specified hourly rate;
• Hourly rate per invoice line, where an hourly rate is specified per line;
• A fixed amount per invoice line;
• A total amount for the entire invoice.

Additionally, you can choose whether to round hours to whole hours, half hours, quarters, 10 minutes, or 5 minutes. Of course, you can also choose not to round hours.

Dividing the Invoice Lines

An important part of specifying your invoice is determining the breakdown of the invoice lines. This provides significant detail to your invoicing. You can choose to divide your invoice by project, team member, task, or client. Alternatively, you can also divide the invoice by period, such as days, weeks, months, quarters, or years.

A breakdown by task, with an hourly rate per invoice line, looks like this: Once you’ve finished selecting hours, you can click Continue in Jortt.

To Jortt

You will then be redirected to your Jortt environment, where you can review and edit the invoice one last time before sending it. An example invoice looks like this: Note that the invoice still needs to be sent.

Back to Keeping

Once you navigate back to Keeping, you’ll immediately see the invoice income reflected in the respective report. This makes it very easy to see how your registered hours compare to your invoiced hours.

On the Jortt page, you can learn more about our integration with Jortt.