Asana billing workflow

Everhour adds time tracking, rates, budgets, and billing reports to Asana projects so client invoices start from approved task work.

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

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

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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

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Track your budget through time or costs

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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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Billing work from Asana projects

Turn task work into invoices

This page is for turning Asana project work into billable records that support client invoicing. The practical job is simple: capture time against the right task, mark whether that time is billable, apply the correct project or member rate, review the entries, and use the approved totals for billing. The workflow needs enough detail to answer a client question without forcing the team to reconstruct work from chat messages or calendar blocks.

Use Asana for the work structure: projects, tasks, assignees, statuses, tags, and custom fields. Use Everhour as the billing layer that records time, connects rates, separates billable and non-billable work, tracks budget use, and produces reports. A clean setup makes each invoice line traceable to task-level work, especially when projects include mixed services, internal coordination, revisions, and fixed-fee milestones.

Structure billable time correctly

A billing workflow starts with clear project rules. Set the project billing method, define whether the client pays a fixed fee or hourly rates, and decide whether rates vary by project, member, or task. Mark internal work as non-billable when it should stay visible in reports but stay off the client invoice. Keep comments short and factual, such as "Homepage QA pass" or "Client revision round 2."

Review time before it reaches an invoice. Weekly approval works well because managers can catch missing entries, incorrect billable status, unusual daily totals, and time logged to the wrong task while the work is still fresh. Approved time creates a cleaner handoff to billing because the invoice uses reviewed entries instead of raw activity. Invoiced time should also stay protected from accidental reuse in later invoice cycles.

Connect budgets to billing decisions

Billing and budget review should happen together. A task can be billable and still create a margin problem if the project is close to its hourly or fee budget. For hourly work, compare billable hours against the approved rate structure. For fixed-fee work, compare tracked time and cost against the agreed fee so the team sees whether the work remains profitable before the invoice date.

Budget alerts matter when managers need action before the project crosses a limit. Everhour supports hourly-rate, fixed-fee, and non-billable project budgets on Asana projects, with email alerts at admin-configured percentage thresholds. Reports can show total time, budget remaining, billable versus non-billable hours, and exportable detail, which keeps billing review tied to project control instead of a late spreadsheet cleanup.

Move beyond one-off billing checks

A one-off tool is enough when you need to inspect one project, one billing period, or one client dispute. It helps you list the tasks, check the time, and decide what belongs on the invoice. That breaks down when the team bills recurring clients, uses different rates, needs approvals, or must keep invoiced time separate from uninvoiced work.

A managed workflow gives billing a durable record. Everhour embeds tracking controls in Asana, syncs project and task details, applies billing settings, routes time through approvals, and exports reports for billing review. Teams keep working from Asana while the billing layer keeps task time, rates, budgets, and invoice status organized in one reporting flow.

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

How should an Asana project be prepared for billing?

Start with a project structure that matches the client agreement. Tasks should identify the work performed, assignees should reflect ownership, and labels or custom fields should support the billing breakdown you need later. Add rates and billable rules in the billing layer before time starts flowing, because retroactive cleanup takes longer and creates avoidable invoice questions.

Which time entries belong in a client invoice?

Client invoices should include approved billable time that matches the contract, scope, and billing period. Internal admin, sales work, rework outside the agreement, or training time should stay non-billable unless the client contract says otherwise. Keep non-billable entries in the project record so managers can still review true project cost and team capacity.

How often should billing time be reviewed?

Weekly review keeps billing records accurate because team members still remember the work. Managers can approve entries, reject incorrect time, fix billable status, and catch missing comments before the invoice cycle closes. Monthly-only review works for very small projects, but it increases the risk of vague notes, forgotten context, and disputed invoice lines.

What breaks an Asana billing workflow fastest?

Mixed billable rules without approval create the fastest breakdown. A project that combines hourly work, fixed-fee work, internal tasks, and different member rates needs clear billing settings before time is invoiced. The common mistake is leaving every task billable by default, then discovering during invoicing that internal coordination and client work were mixed together.

Should fixed-fee projects still track billable time?

Fixed-fee projects should still track time because billing amount and project profitability are different questions. The invoice may show the agreed fee, but tracked hours show whether the work stayed inside the estimate. Time records also help explain scope changes, review staffing, and price similar future work with better evidence.

How does Everhour connect Asana work to billing records?

Everhour embeds time tracking controls inside Asana tasks and projects, then syncs project names, task titles, custom fields, and tags for reporting. That connected structure lets teams track time in the Asana workflow while Everhour organizes billable status, rates, approvals, budgets, and exportable billing reports.

How does Everhour prevent billed time from being reused?

Everhour marks time as invoiced after it has been included in an invoice, so the same approved entries do not appear again as uninvoiced work. That invoice status gives billing teams a cleaner review path across recurring invoice cycles.

Build billing from approved work

Connect Asana task work to Everhour tracking, approvals, budgets, and reports so each billing cycle starts from reviewed records and ends with cleaner client invoices.

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