Invoices

Turn tracked time into invoices, adjust line items, share a link with your client, and download a PDF.

Overview

Invoices pull together billable work for a client. You can start from scratch or from a report so line items match a filtered slice of time.

Create an invoice

1. Open Invoices and start a new invoice.
2. Choose the client, dates, and numbering options shown on the form.
3. Add line items: pick time entries or enter manual lines with quantity and rate.
4. From a report, you may be able to pre-fill line items using the same filters you used for the report.
5. Review tax and totals, then save as a draft or finalize depending on your process.

Your profile can supply default currency, tax label, tax rate, and company or bank text so new invoices start with consistent wording.

Find invoices

1. Use the invoice list filters to narrow by date range, client, invoice number, amount, or status.
2. Clear filters to see everything again.

Line items and time

• Each line can describe work, hours or quantity, rate, and amount.
• Lines can link back to underlying time entries when created from tracked time.
• Adjust rates or descriptions before sending if you need to match a contract.

Share, download, and status

1. Share — Create a read-only link your client can open without logging in. Share only with people who should see billing details.
2. Unshare — Turn off the link when you no longer want it public.
3. Download — Save a PDF or document for email or accounting.
4. Status — Move the invoice through states such as draft, sent, or paid, according to what your workspace supports.

Who can manage invoices