The Clients section in Everhour is designed for agencies and service businesses that need to track billable time per client, manage multiple projects under each client, and generate invoices directly from logged hours and expenses. Creating a client is straightforward — you give them a name, add contact details, set a default currency, and optionally configure a default billing rate that applies to all projects under that client unless a project-level or task-level rate overrides it.
This video walks through how to create and organize clients, assign projects to clients, and turn tracked time into professional invoices ready to send.
What's covered in this video
Once a client exists, you can link any number of projects to them. Projects connected from Asana, Jira, ClickUp, or other integrations can be associated with a client inside Everhour even if the concept of a client doesn't exist in your project management tool. The client detail page then aggregates time across all those projects in one view — showing total hours logged, total billable hours, total non-billable hours, and the dollar amount of unbilled billable time waiting to be invoiced. This aggregated view is invaluable when a client asks how many hours have been spent on their account this quarter, because the answer is immediately visible without any manual counting or report building.
Client-level budget settings allow you to set a spending cap or hour limit across all projects under a client, which is useful when you're working within a retainer arrangement. As hours accumulate across the client's projects, Everhour tracks progress against the client budget and can alert you when the retainer is running low. Billing rate overrides at the client level ensure that any new project created under that client inherits the correct rate automatically, reducing the chance of billing errors when a new engagement starts.
Generating an invoice for a client is a matter of clicking the invoice button on the client page, selecting a date range, and choosing which time entries and expenses to include. Everhour presents a preview of the invoice line items before you finalize it, giving you the opportunity to adjust descriptions, remove entries, or add a flat fee. The finished invoice can be exported as a PDF, sent by email directly from Everhour, or pushed to Xero or QuickBooks where it will appear in your accounting system as a receivable.
Key features shown
The Clients section provides a structured way to organize all client-facing work in one place. Each client card stores contact information, billing currency, and default billing rates, ensuring consistency across every project associated with that client. The aggregated hours view across all client projects answers billing questions instantly without requiring a separate report. Client-level budget tracking works alongside project-level budgets to give you visibility at both the individual project and overall account level. Invoice generation pulls all unbilled billable time and expenses automatically, so nothing gets missed at billing time. Integration with Xero and QuickBooks means invoices flow straight into your accounting system without manual re-entry.
