Time to Invoice Workflow

Track Time Throughout the Project

• Start timers on tasks as you work
• Add manual entries for meetings and calls
• Mark entries as billable for client work

Review Time Entries

• Open Time Analytics to review hours
• Filter by project and date range
• Verify all billable entries are correctly categorized

Create the Invoice

• Navigate to Create Invoice
• Select the client and project
• Click “Import Hours” to pull in billable time entries
• Review auto-generated line items
• Add tax, discounts, and notes

Send to Client

• Preview the invoice as PDF
• Click Send to email the invoice

Collect Payment

• When the client pays, record the payment
• The invoice status updates to Paid
• Payment appears in the project’s revenue tracking