Asana billing for professional services

Everhour connects Asana task work to billable time, expenses, budgets, and invoice-ready reporting for client projects.

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Everhour does it all — track, budget, report & invoice

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Everhour — Time Tracking
Time Entries
01:24:00
00:31:00
01:07:00

No more budget surprises

Set a budget, assign rates, and get alerted before you're over.

  • Real-time cost tracking
  • Set different rates per person or project
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Everhour — Budgeting
Acme Web Project
1
50% of budget used
$2,500.00of $5,000.00
$2,500.00 remaining
75%
Actual costRemaining cost

Measurement

Track your budget through time or costs

Simple, customizable reports

Every report you need — configured your way, always up to date.

  • See who does what in real time
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  • Scheduled email reports
Everhour — Reports

Your invoice is ready!

Tracked hours flow straight into a polished invoice — no copy-paste, no manual math.

  • Billable hours straight into the invoice
  • Configure invoice templates
  • Copy invoices to QuickBooks or Xero
  • Invoicing dashboard with status
Everhour — Invoices
Your Company LLChello@yourcompany.com
INVOICE
Invoice #1042
Group by:
DescriptionHoursRateAmount
Website Redesign14h$150/h$2,100.00
Brand Guidelines7h$150/h$1,050.00
Marketing Strategy3.5h$150/h$525.00
Total Due$3,675.00
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Turning project work into client charges

Build the billing record

Use this page to shape a billing workflow around Asana projects where client work is planned, assigned, reviewed, and billed. The practical goal is a clean record of who did the work, which project or task it belongs to, whether the time is billable, and which expenses need reimbursement or client recovery.

Professional services teams need more than a final invoice total. A defensible billing record ties each charge to a task, person, date, description, rate, and approval status. That structure keeps client questions answerable and prevents the same work from being billed twice or left outside the invoice.

Separate time, rates, and expenses

A professional services invoice usually starts with task-level time. Each entry needs a duration, logged date, attributed project and task, creator, billable status, and description. Rates turn those entries into client charges, while project budgets compare estimated work against actual time and cost.

Expenses need the same discipline as time. A reimbursable item should carry a category, description, amount, receipt when required, and billable status. Travel, printing, subscriptions, and vendor costs can distort project profitability when they sit outside the same review process as labor.

Review before client delivery

The main decision point is where billing review happens. Managers should review submitted time, billable status, descriptions, and expenses before accounting prepares the invoice. A clean review catches missing task context, vague notes, internal admin work marked as billable, and client expenses without support.

Budget checks belong in the same review. Asana budget objects can track time or cost with estimate, actual, and total values, and professional services teams should compare those figures before sending a client invoice. The useful question is whether current charges match the approved scope, rate card, and expense policy.

Move from one invoice to workflow

A one-off billing pass works when you need to check one client project, one billing period, or one disputed invoice. It is enough when the work is small, the rate structure is simple, and the reviewer can trace every time entry and expense without switching between disconnected records.

A managed workflow becomes necessary when invoices depend on approved time, reimbursable expenses, budget thresholds, and recurring client reporting. Everhour adds embedded Asana controls, synced project and task data, expense tracking with receipts, budget inclusion controls, invoice integration, and exportable reports for a durable billing process.

This content is for general information only, may not be fully up to date, and is provided without any warranty or liability.

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Frequently Asked Questions

Which billing details should professional services teams capture?

Capture the client, project, task, person, date, time duration, rate basis, billable status, work description, expense category, receipt when needed, and approval status. Those fields connect the invoice line to the work record and give reviewers enough detail to answer client questions without rebuilding the project history.

How should expenses be handled before invoicing a client?

Review expenses before they reach the invoice. Each item needs a clear category, amount, description, and billable status, plus a receipt when the client or internal policy requires proof. Keep reimbursable expenses tied to the same project context as labor so profitability and client billing use the same source record.

Which rate mistake causes billing disputes?

The common mistake is applying one rate without checking whether the project uses a project rate, member rate, task rate, fixed-fee structure, or non-billable work category. Professional services invoices need the rate basis visible before review, because the same person can do billable client work and non-billable internal work in the same week.

How do budgets support professional services billing?

Budgets give reviewers a target to compare against actual time and cost before billing. Asana budget objects can track time or cost with estimate, actual, and total values. The review should flag work that exceeds scope, expenses that change project cost, and billed amounts that no longer match the approved budget.

What should reviewers check before approving an invoice?

Reviewers should check that time entries are tied to the right Asana tasks, descriptions explain the client-facing work, billable status is correct, rates match the agreement, expenses have support, and the billing period excludes already invoiced work. This check protects both revenue capture and client trust.

How does Everhour track reimbursable costs for Asana billing?

Everhour Expenses tracks project costs alongside billable work, including receipt images or PDFs, unit-based categories, and billable expense details. Teams can include expenses in budget tracking or keep them separate, then use expense reports by project, client, member, category, date range, and billable status.

How does Everhour keep Asana billing reports usable?

Everhour syncs Asana projects, tasks, names, custom fields, and tags into its reporting layer. Teams can build reports with billable time, non-billable time, costs, invoice status, budget metrics, and project detail, then export results to Excel for billing review or accounting handoff.

Turn Asana work into billable records

Track approved time, supported expenses, and budget impact from Asana projects in Everhour, then hand cleaner billing data to invoicing and accounting workflows.

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