The Uninvoiced report highlights projects with uninvoiced hours and expenses in a given timeframe.

Administrators can see all projects in the Uninvoiced report. Managers with permission to create invoices can only see projects they manage.

How to use the uninvoiced report

What you’ll see

Reports > Uninvoiced is organized by client, with all projects that have uninvoiced hours or expenses for the selected timeframe listed in black, while projects that are invoiced for the timeframe are grayed out. For each project, you’ll see the project’s uninvoiced hours, expenses, and billable amount for the selected timeframe.

• If Time rounding is turned on in your Preferences (updated from Settings), uninvoiced hours and uninvoiced amounts will be rounded according to your settings.

• Projects

  • Any project with an uninvoiced amount will be shown, including archived projects, unless you choose to show Active projects only.

• Uninvoiced hours

  • This is the total number of billable hours that have not been invoiced for a client or project in the timeframe selected.
    • If you see 0 here, you might not have billable time tracked in this timeframe. If you expect an amount here, make sure the tasks on your project are marked as billable.
    • Billable hours tracked to a Fixed Fee project display as uninvoiced hours even if you’ve fully invoiced for the project’s fee. To remove those hours from the uninvoiced report, manually mark them as invoiced from a detailed time report.
  • Clicking an hour total will take you to a Detailed time report for those hours.

• Uninvoiced expenses

  • This is the total amount for billable expenses that have not been invoiced for a client or project in the timeframe selected.
  • Clicking an expense total will take you to an Expense report for the outstanding expenses.

• Uninvoiced amount

  • This is the total amount that has not been invoiced for a client or project in the timeframe selected.
  • For Time & Materials projects, the uninvoiced amount equals the total uninvoiced hours and expenses for the project in the timeframe selected.
    • If you see 0 here, you might need to set rates on your project, or you might not have billable time tracked in this timeframe.
  • For Fixed Fee projects, the uninvoiced amount equals a project’s total fees minus any linked invoices.
    • If you see 0 here, it's probably because the timeframe of the report is fully before the start date entered for the project, or the creation date if no start date was entered.
    • If you see an amount here for a project that shouldn’t have one, keep in mind that marking hours as invoiced won’t reduce a Fixed Fee project’s uninvoiced amount. Only creating invoices for the project or reducing the total fee in the project’s settings will do that.
    • If you see a negative amount here, you’ve invoiced for more than the project’s total fee.

Actions

• If you'd like to save, share, and/or set this report to automatically recur, use the Save report button. More information is available in Saved, shared, and recurring reports.

• Select a timeframe in the top-right corner of the report.

• Invoice for a client’s Time & Materials projects by clicking the button at the end of their row. This will take you to the New invoice page where you can further specify what you’d like the invoice to include.

  • If this button is grayed out for a client, that client has no uninvoiced amount for the selected timeframe. You can still bill them for other timeframes or send them a free-form invoice from the account’s Invoices section.

• Check the Active projects only box to remove archived projects from the report.

• Check the Projects with balance only box to remove projects without an uninvoiced amount from the report.

• Export to CSV or Excel from the export menu.

  • If you'd like to choose which data is included in your CSV or Excel export, choose Custom. 
  • If you're using iWork Numbers, choose to export to CSV. Files exported to Excel are not compatible with Numbers.

• Print this report by clicking the print icon.