When sending invoices to clients, you can include a timesheet attachment that shows the time entries behind the invoice. By configuring a timesheet template, you control what appears in that document.
👉 See Attaching Timesheet Reports to Invoices for instructions on sending timesheet attachments.
Customizing the Invoice Timesheet Attachment is available on the Ultimate subscription plan.
Configure a Template
Go to Settings > Invoicing and in the Timesheet Attachments section, click Configure timesheet attachment.
Choose a report to use as the base for the timesheet:
Use an existing report — select any previously created report with Time Entries as its data source from the dropdown.
Create a new report — click new report, build it in Reports with Time Entries as the data source, save it, then return here to select it.
📌 Only the current state of the report is captured. Future edits to the report won't be reflected in the timesheet attachment.
👉 Learn how to create and configure reports in Reports Overview.
Configure how the attachment will be generated:
Document format — PDF, CSV, or XLS
Orientation — Portrait or Landscape
Page size — A4, A3, or Letter
Expand Advanced options to include additional metadata in the document:
Created by — the name of the person who generated the export
Date created — the date the attachment was generated
Time period — the date range from the report's filters, if a date range is applied
Description — the description of the selected report, if one has been added.
Organization logo — your organization's logo as set in your account
Total count — the total number of rows in the exported report
Click Save when done.
Once the template is saved, you can attach it when sending invoices to clients.
📌 Only one timesheet template can be active at a time. You can edit the existing template or delete it and start fresh.
