Invoices, payments, and retainers

Create an invoice from tracked time and expenses

Turn eligible project activity into a draft invoice without billing it twice.

Choose the work to invoice

1
Start a tracked-work invoice
Open Invoices, choose New invoice, then select the option for tracked time and expenses.
Open this page
2
Choose a client and projects
Select one client and one or more of that client's projects.
3
Choose time
Include all eligible hours, a date range, or no time. Group lines by task, person, project, or detailed entry.
4
Choose expenses
Include all eligible expenses or none, then group them by category, person, project, or detailed entry.
5
Create the draft
Review the preview and create the invoice. The selected entries are linked to the draft so another invoice cannot select them.

Only eligible work appears

Tracked-work invoicing includes uninvoiced, billable activity from Time & Materials projects. A running timer is never included.

Open the draft editor to verify dates, recipient-facing text, line grouping, prices, discount, and tax. Creating the draft does not email the client.

These links open the relevant product page. Sign in first if the workflow belongs to your workspace.

Keep going

Build a draft with custom line items when the amount does not come from tracked work.

Deliver an invoice to client contacts and understand the secure public view.

Use focused views for contractor hours and work that has not reached an invoice.