How to invoice your time entries

Overview

Billable time your team logs waits in Finances › Client billing › Ready to invoice until it is on an invoice. You don’t add time to an invoice by hand.

Watch it: the Finances lesson in Campus, step 5, “Time and expenses”, chapter 1, “Ready to invoice” (starts at 0:09) and chapter 2, “Rates and No rate” (starts at 0:34).

Before you start

• The time is logged against the project, and marked billable.

• It has a service type, so Workroom can find its rate.

Steps

1. Go to Finances › Client billing › Ready to invoice. To see only time, set the type filter to Time.

2. Tick the entries you want to bill.

3. Click Generate draft invoices for one draft per project, or Add to existing draft.

4. Open the draft, check it, and send it.

If an entry says No rate

Click Set a rate, or Set a service type for time with no service. It can’t be billed until it has a rate.

Related articles

• Ready to invoice: billing time and expenses

• Rates, snoozing and writing off