Chasing signatures on timesheets and then chasing payment is slow. In Wizard Application, the customer gets one secure link: they check the days, sign the timesheet off with their name and pay, all in the same place.
Before you start
- Timesheets are on the Professional and Enterprise plans.
- Make sure the customer on the timesheet has an email address.
- To take card or PayPal payments, connect Stripe or PayPal in Settings and Integrations. Bank transfer works without either.
Get the timesheet approved
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Fill in the week
The timesheet is filled in for the week, with each day marked as worked, a half day or not worked. See track time and bill for it for adding one.
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Submit it
The worker, or whoever looks after their timesheets, submits it.
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Approve or reject it
Check the days and approve it. If something is wrong, reject it with a reason so it can be corrected and submitted again.
Send it to the customer
Open the approved timesheet and select Send to Customer. They receive an email with a secure link. A timesheet with no days or no rate cannot be sent, because there would be nothing to bill.
What your customer sees
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They review the week
The link opens the timesheet: who worked, each day worked, the day rate and the total due.
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They sign it off
They type their name to sign it off. Payment is not possible until the timesheet has been signed off, so you always have their agreement first.
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They pay
They pay by card or PayPal if you have connected either, or by bank transfer using your bank details and the payment reference shown on the page.
Record the payment
- Paid online. A card or PayPal payment marks the timesheet as paid.
- Paid by bank transfer. When the money arrives, select Mark as Paid and add the payment reference.
- Paying over the phone. Select Take Payment to take their card payment yourself.
Customer lost the email? Copy the customer payment link from the timesheet and send it to them yourself.
For more, see timesheets.