What does Billed mean, and why can’t I change it?

Once a timesheet or expense claim is on an invoice in Xero, SaveTrees marks it Billed and stops it being changed. That way the invoice your client gets and the work in SaveTrees never disagree, and nothing is billed twice.

The badges

• Billed: it’s on a draft or invoice in Xero. Click the badge to open it there.
• Billed (test): it went to a test organisation, such as Xero’s demo company.
• Part billed: some of a claim’s expenses are on an invoice and some aren’t, usually because only some were rechargeable.

Screens may look a little different in your account, with your organisation’s own colours and words.

Hover over a badge to see when it was sent, who sent it and the draft number. You’ll find the badges on the Timesheets and Expenses lists and at the top of each timesheet or claim. Add the Billing column, or filter by Billing, to see Billed and Unbilled at a glance.

Only admins see them, and only while your account is connected to Xero.

Why the buttons are greyed out

On billed work, Edit, Delete, Undo submission and Undo authorisation are greyed out, and hovering over one tells you why. Changing the work in SaveTrees would leave the invoice out of step.

To change something that’s billed:

• Delete the draft, or void the invoice, in Xero.
• Within the hour, SaveTrees notices and asks you what to do. Choose Bill again on the Xero page in Settings and the work is unlocked.
• Make your change, then send it to Xero again.

See What do I do if something goes wrong with Xero? for more on that choice.

Billed work stays locked even if you disconnect Xero, so it can’t slip onto a second invoice later.