Basecamp billing workflow

Everhour adds billable time, rates, approvals, and invoice-ready reporting to Basecamp projects through embedded tracking controls.

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

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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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Your invoice is ready!

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

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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 Basecamp work into client billing

Start with billable project work

A Basecamp billing workflow starts with the work your client expects to pay for: projects, lists, to-dos, assignees, and due dates. The practical job is to turn that work into reviewed, rate-priced time without losing the original project context. The billing record should show who did the work, which to-do it belonged to, whether the time is billable, and which rate applies.

Everhour embeds tracking controls into Basecamp through the browser extension, so time can be captured from the Basecamp work surface. The integration syncs Basecamp project names, to-do names, section or list names, task numbers, and task status into Everhour reports. That structure gives the billing reviewer a direct path from a client-facing line item back to the work that produced it.

Set status and rates deliberately

Billing status lives at the project level in Everhour. Admins can set a project as hourly project rate, hourly member rate, fixed fee, or non-billable. Inside a billable project, specific to-dos can be marked non-billable when discovery, internal review, training, or rework should stay visible in reporting but excluded from the client amount.

Rates need the same discipline. Everhour separates internal cost rates from client-facing billable rates, and projects can use project rates, member rates, or custom task rates. A consulting partner, designer, and QA reviewer can carry different member rates on the same client project, while a specialized to-do can use a custom task rate when the contract prices that work differently.

Keep invoice records defensible

A client-facing billing record needs enough detail to survive review. Keep the Basecamp project, to-do, list or section, task ID, task status, member, date range, billable time, non-billable time, billable amount, and comments where the client needs context. Avoid summary-only exports that show a total without the work trail. A total billed amount is easier to challenge when it does not show which tasks generated the charge.

The common mistake is hiding non-billable work to make the invoice look cleaner. Non-billable time should stay in the report because it explains margin, staffing, and delivery effort. Everhour reports can include Billable Time, Non-Billable Time, Billable Amount, and Cost, with details by member or task. Financial data stays admin-only, so client billing review can remain separate from regular team visibility.

Move from tally to workflow

A one-off tally is enough when a freelancer has a small Basecamp project, one rate, a short date range, and no approval step. Exported or summarized hours can support a simple invoice when the client only needs a project total and the work has already been reviewed. The risk grows when multiple people, rates, non-billable to-dos, or recurring billing periods enter the workflow.

A managed workflow fits teams that need reviewed, rate-priced time to move into billing without re-keying. Everhour can collect time from Basecamp to-dos, support timesheet approval, protect approved time from regular member edits, and generate invoices from uninvoiced time and expenses. After time appears on an invoice, Everhour marks it invoiced so it does not appear again in a later invoice.

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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Basecamp billing workflow Frequently Asked Questions

How do you prepare Basecamp to-do time for an invoice?

Start by checking whether each Basecamp to-do belongs on the client invoice, should stay internal, or needs a different task rate. A single project total skips the decision that matters most: whether the time matches the contract. Everhour reports can show synced Basecamp fields such as project, to-do, list, task ID, and task status alongside billing columns used for review.

Where should the billable and non-billable split be decided?

Set the main billing method on the Everhour project: hourly project rate, hourly member rate, fixed fee, or non-billable. Use task-level non-billable settings inside a billable project when a specific Basecamp to-do should not reach the client invoice. Use a member project rate of 0 only when all of that person's time on a member-rate project should be non-billable.

Which details make a Basecamp billing report ready for review?

A review-ready report shows the Basecamp project, to-do, list or section, task ID, task status, member, date range, billable time, non-billable time, billable amount, and cost where admins need margin visibility. Comments help explain work that would otherwise look vague. Keep the billing view narrow enough for invoice review, but detailed enough to trace charges back to the original to-dos.

What billing error causes time to be charged twice?

Duplicate charging happens when already invoiced time gets reused in a later billing period. A billing workflow needs a clear invoiced marker, a date range check, and a review of uninvoiced time before invoice generation. Everhour marks time as invoiced after it is included in an invoice, which keeps that time out of future invoice selections.

Should fixed-fee Basecamp work still track billable time?

Yes, fixed-fee work still needs tracked time because hours explain delivery cost, margin, and scope pressure. The client invoice may show the fixed amount, but the internal billing report should still separate billable work, non-billable work, and cost. That record helps you decide whether the next fixed-fee estimate, retainer, or change request needs a different price.

How does Everhour Overtimes support a Basecamp billing workflow?

Everhour Overtimes supports daily and weekly overtime limits, 1.5x and 2x tiers, and overtime visibility in Team Hours. That gives admins a payroll review view based on employee hourly cost and tracked time before billing records are finalized.

How does Everhour create invoices from Basecamp project time?

Everhour Billing & Invoicing can generate invoices from uninvoiced billable time and expenses, then calculate amounts from project or member rates while excluding non-billable work. Invoice line items can be grouped by structures such as project, task, person, or date, depending on the client's review format.

Review overtime before billing closes

Use Everhour Overtimes to review daily and weekly overtime before client billing moves forward, so Basecamp project billing has cleaner payroll context and fewer corrections.

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