Everhour adds billing, rates, and planning controls around ClickUp work so client charges stay separate from internal effort.
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Use this page when ClickUp tasks need to become a defensible billing record. The practical job is to separate work the client pays for from work the team still needs to measure, such as internal meetings, rework, admin, onboarding, or scope cleanup. Both categories matter because billable time drives the invoice, while non-billable time explains margin and staffing pressure.
For a clean record, each time entry needs a task, person, duration, date or time range, billable status, and a short description. Tags help when the same project includes delivery, support, revisions, and internal coordination. The client-facing total should include only approved billable work, while internal reports should keep non-billable work visible instead of deleting it.
Billable status answers whether time should be charged. Rates answer how much that time is worth. A project can use one project rate, member-specific rates, or custom task rates when different work types carry different client prices. A consulting partner, designer, and coordinator can work on the same ClickUp project while Everhour prices each approved billable hour according to the billing setup.
A useful billing review separates cost rates from billable rates. Cost rates show internal labor expense; billable rates show what the client is charged. That separation lets managers review revenue, cost, and profit without exposing financial data to everyone. If a rate changes mid-project, the change should carry an effective date so older work keeps the correct historical price.
The common mistake is hiding non-billable work because it does not appear on the invoice. That makes project health look better than it is. Internal meetings, client education, bug investigation, unpaid revisions, and handoff work can explain why a profitable-looking project uses too much capacity. Mark the time non-billable, keep the task context, and review it with the same discipline as billable hours.
A clear split also protects client conversations. A client can receive an invoice that shows billable delivery work, while the team still sees the full effort behind the account. If a task on a billable project should not be charged, mark that specific task non-billable. If one person's work should not be charged on a member-rate project, set that project member rate to 0.
A one-off tally works for a small invoice when one person reviews a short date range and the client accepts a simple summary. It breaks down when several people log time, rates differ by role, or non-billable work needs to explain margin. The record also needs approval before billing, so rejected or corrected time does not slip into the client total.
Everhour turns ClickUp task work into a managed billing workflow. Team members track time from embedded controls, managers review timesheets, and approved billable hours can feed invoices without re-keying. Resource Planning adds a forward-looking layer with visual timelines, member and project views, weekly capacity, availability gaps, scheduled time off, and planned-vs-actual comparisons.
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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Billable work is time the client agreed to pay for under the project scope, contract, or statement of work. Examples include delivery tasks, approved revisions, implementation, consulting sessions, and support covered by the billing terms. The time entry should point to the ClickUp task, person, date, duration, and description so the charge can be reviewed before invoicing.
Non-billable time includes work the team needs to track but should not charge to the client. Common examples include internal status meetings, sales handoff, training, rework outside approved billing terms, and admin cleanup. Keeping it visible helps managers understand utilization, project margin, and capacity without inflating the client invoice.
Rates should match the way the client buys the work. Use a project rate when all billable time has one price, member rates when people bill at different rates, and task rates when work types need different pricing. Keep cost rates separate from billable rates so internal profitability review does not distort the client-facing invoice amount.
The biggest overbilling mistake is treating every hour on a client project as billable. A billable project can still contain internal or excluded tasks. Review task-level billable status, member-rate exceptions, descriptions, and approvals before generating an invoice. That review keeps non-billable planning, admin, and correction work out of the amount due.
Client reports should include non-billable time only when the client expects a full activity record or the contract requires that transparency. Standard invoices should focus on approved billable work and the agreed line-item structure. Internal reports should keep both billable and non-billable time so managers can see true effort and margin.
Everhour Resource Planning shows workload on visual timelines with member and project views, weekly capacity, availability gaps, scheduled time off, and planned-vs-actual time. That gives billing managers context before approving hours, especially when a project's billed work looks reasonable but the team's total planned effort is already stretched.
Everhour Billing & Invoicing uses tracked billable time, rates, and billable expenses to generate client invoices. Non-billable work is excluded, and invoice line items can be grouped by the structure the client expects, such as project, task, person, or date.
Track approved hours from ClickUp work, review billable and non-billable effort, and use Everhour Resource Planning to keep client billing tied to realistic team capacity.
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