Invoicing
You’ve done the work. Now send the invoice.
Turn tracked time and expenses into a polished invoice. Send it to your client, follow up with reminders, and record payments as they arrive.
30 days free. No credit card required.
Create the draft
Start with the work you’ve already recorded.
Choose the client, projects, hours, and expenses you’re ready to bill. Bring them into a draft with the detail your client needs.
- Select uninvoiced work across one or more projects.
- Group time by task, person, or project, or show individual entries.
- Adjust descriptions, quantities, rates, taxes, and discounts.
Working to a fixed fee?
Start with a free-form invoice and add your own line items. No timesheet required.
The client experience
Make the invoice as thoughtful as the work.
Choose your client contacts, add a personal message, and send directly from the invoice. Your client gets a clear web invoice they can open, print, or save as a PDF.
Your business, on the page.
Add your logo, adjust document labels, and set defaults for terms and messages. Keep each invoice consistent, with room to edit the details before sending.
After you send
Know what’s paid. See what needs a follow-up.
Keep invoice status, payment records, and the remaining balance together. See which invoices are open or overdue without piecing the answer together yourself.
- Set automatic overdue reminders with your message and schedule.
- Record payments received outside the app, including partial payments.
- Write off a remaining balance with notes when you need to.
A few useful answers
The details of getting the bill out.
Can I invoice tracked time and expenses?
Yes. For time-and-materials projects, choose the uninvoiced billable hours and expenses to bring into a draft. Review the line items and totals before sending. You can use free-form lines for fixed-fee work.
Can I create an invoice without tracked time?
Yes. Start a free-form invoice and add your own descriptions, quantities, and prices. You have the same control over dates, payment terms, taxes, discounts, and notes.
What does my client receive?
Your client receives an email with your message and a link to a web invoice. They can read it in their browser and use the print option to print it or save it as a PDF.
How do overdue reminders work?
Set the number of days an invoice should be overdue before the first reminder, then choose how often reminders repeat. Select the recipients and write the message for that invoice.
Can clients pay an invoice online?
Online checkout is not currently available. Record payments you receive outside Unify Revenue to keep the invoice’s payment history, status, and balance current.
A good invoice starts with a clear record.
Make billing part of the workflow
Less paperwork between your work and your next invoice.
Try time tracking, expenses, reporting, and invoicing together for 30 days. No credit card required.
30 days free · No credit card required