INVOICING

Create accurate invoices from the logged work in a few clicks

01

Billing rates

  • Set individual billing rates for each team member or mark someone as non-billable
  • Override default rates on the client level to give a discount or, on the contrary, use higher rates
  • Choose your team’s currency
Billing rates
02

Flexible client setup

  • Client assigned one or multiple projects
  • Pre-set default client settings such as business details, taxes, discount, etc.
  • Use particular Meta tags to group line items; it could be sorted by a member, by project name, by period, etc.
Flexible client setup
03

Summary chart

  • All invoicing data is displayed as a colored stacked bar chart
  • For your convenience, the data could be grouped weekly, monthly or by quarter
Summary chart
04

Invoices list

  • Invoicing page organizes the invoices as Draft, Sent and Paid
  • Each invoice shows its number, client name, invoicing period, a total number of hours, amount and the payment deadline (highlighted in red when missed)
Invoices list
05

Editing invoice

  • Create invoices quickly by selecting all not invoiced time or specifying the exact period
  • Use custom line items for activities and expenses that are not related to the reported time
  • Mark certain time entries as non-billable by clicking on billable time value
  • Add public or private notes to any invoice
Editing invoice
06

Professional look

  • Invoices you create look simple and professional
  • Select format either A4 or Letter
  • Export invoices as PDF
Professional look
07

Permissions

  • Only Admin can access invoicing summary page and invoice settings
  • Any financial information in reports also available to Admins only
Permissions
08

Reporting

  • Admins can build reports with extra columns
  • Watch the reported time and the accurate time invoiced
  • Gross – the pre-tax net amount of time x billing rates; Net – is what remains after subtracting taxes
Reporting