Submit a Timesheet Invoice


The Timesheet is a form used to report the Design Professional's performed work as set by the design proposal. It will be used by New Avenue for invoicing to the client. A portion of the total will go to New Avenue as defined in the Design Professional agreement.

Submitting a Timesheet

A timesheet can be submitted by going to the project budget and clicking the timesheet button at the top.

  1. Select the team member who needs to approve the form. This is typically the New Avenue homeowner.

  2. Fill out the rows with the amount to be billed and estimated hours worked. Tick the reimbursement checkbox if the row is to be considered a reimbursement (for example, permits fees, printing, etc.) and not part of the design services.

    Timesheet sample rows
  3. Additional notes and longer text can be added at the bottom of the page.

    If this invoice includes line items due to a subconsultant or subcontractor (surveyors, engineers, environmental consultants, etc.), specify additional details in the fields at the bottom of the form. Include name and contact information for New Avenue to arrange payments from the homeowner to the subconsultant or subcontractor.

    Billable additional info
  4. Hit the issue button at the bottom of the page to send it off.

  5. The homeowner will probably have some questions for you before approving the form. You can edit the form if there are any changes (e.g., clarifications, corrections) to be made.

  6. The homeowner will then review and approve the form.

Editing a Timesheet

A timesheet can be edited only if it has not been approved. To edit a timesheet, open it and click the edit button at the top right of the timesheet.

Canceling a Timesheet

A timesheet can be canceled only if it has not been approved. The cancel button can be found at the bottom of the timesheet page.

Saving a Draft

A Timesheet is a long form, and you may not have time to fill it in all at once. If you like, you can save a draft and continue working on it later. To save a draft of a Timesheet, click the "Save and Finish Later" button circled below in red.

Sov form draft

Until you issue the form, only you can see the draft.

You can access your drafts on your dashboard.

To issue a draft, go to the form's edit page and click "Issue Now".

 

 

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