Professional services billing needs task-level proof, and Everhour tracks ClickUp task work through its browser extension into Everhour.
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Alejandro Luna0:00:00Kai Nani0:00:00Kai Nani0:00:00Click!
Dave Jung0:00:00Alejandro Luna0:00:00Dave JungThe calculator gives you the number — Everhour takes it from there.
One click and you're timing. Start a timer, add an entry, edit the details. This is exactly how it feels in Everhour.
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Track your budget through time or costs
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Tracked hours flow straight into a polished invoice — no copy-paste, no manual math.
Turn ClickUp project work into a billing record for consulting, agency, implementation, or other professional services work. The practical job is simple: track task work through the Everhour browser extension, separate billable and non-billable entries, attach the right rate, review the time, and prepare a client-facing amount that matches the work performed.
Everhour-tracked time on ClickUp tasks is saved to Everhour rather than included in ClickUp reporting. A strong billing record includes the task name, worker, date, duration, description, billable status, and rate basis. Internal planning, sales follow-up, rework, and admin time can stay visible without being charged.
Professional services teams usually bill by role, person, project, or task type. A senior consultant and junior analyst can carry different member rates. A fixed project can use a different billing setup from time-and-materials support. A specialized task can carry its own rate when the contract prices that work separately.
Rate history matters when client prices change mid-engagement. Keep the old rate attached to older approved time and apply the new rate from the agreed date. A clean billing workflow does not recalculate past work unless the contract requires a retroactive adjustment. That keeps revenue, cost, and margin reports consistent across billing periods.
Removing non-billable time from the record creates a weaker view of the engagement. Professional services teams need to see discovery calls, internal reviews, training, corrections, and write-offs because those hours explain margin and capacity. The client invoice should exclude non-billable work, while management reports should still show it.
Use comments and task names that a client can understand. "Strategy session with client team" is stronger than "meeting." "Implementation QA after requested scope change" explains why the time belongs to the project. Vague entries delay approval and make invoice review harder, especially when several people work on the same ClickUp project.
A one-off tally works for a small invoice when one person tracks a few tasks and the client accepts a simple summary. It breaks down when several people contribute, rates differ by role, expenses need review, or managers must approve time before billing.
A managed workflow keeps ClickUp task context attached to Everhour browser-extension time entries saved in Everhour. Approved, rate-priced hours can move into Everhour Billing & Invoicing without re-keying, and invoiced time is marked so it does not appear again in future invoices.
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 client-chargeable time under the agreement, such as delivery, implementation, consulting, design, analysis, or support. Non-billable work should stay in the record for internal review, including admin, sales, training, write-offs, and corrections. Keep both categories visible so the invoice stays clean and profitability reports stay complete.
Use member rates when different people bill at different prices, project rates when one blended rate covers the engagement, and task rates when specific work types have their own price. The contract should decide the structure. The time record then needs enough detail to connect each approved entry to the correct rate.
Client billing backup should include the task, person, date, duration, billable status, and a plain description of the work performed. Tags and project structure help group the record, but descriptions carry the explanation. A reviewer should understand the charge without opening a separate conversation.
Non-billable time explains margin, staffing pressure, and client servicing cost. Removing it from reports hides the real effort behind the engagement. Keep non-billable work out of the invoice amount, then review it alongside billable time to see whether scope, process, or pricing needs adjustment.
The most common mistake is approving time before billable status and rate setup are reviewed. That creates invoices with missing charges, excluded delivery work, or client-facing lines that require manual correction. Review billable status, rates, descriptions, and expenses before generating the invoice.
Everhour Billing & Invoicing turns Everhour-tracked billable time on ClickUp tasks and billable expenses into invoices, calculates amounts from rates, and excludes non-billable work. Invoices can export to QuickBooks Online, Xero, or FreshBooks with status details synced back to Everhour.
Everhour Reporting lets admins build reports with billable time, non-billable time, billable amount, cost, task, project, client, member, comments, and invoice status. Reports can be exported as CSV, Excel/XLSX, or PDF for client review, billing backup, or internal archive.
Use Everhour Billing & Invoicing to turn Everhour-tracked billable time on ClickUp tasks and billable expenses into invoices, with accounting exports and status sync in Everhour.
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