How do I invoice for my Time & Materials project?
To create an invoice based on tracked time and expenses, go to Invoices and click + New invoice. Then, select your client from the dropdown. Next to Invoice type, choose to Create an invoice for tracked time, expenses, or fixed fees. Then, click Choose projects.
After selecting the relevant project(s) and the date range of hours you need to include, you’ll choose How to display hours on your invoice. If the display option doesn’t match the hourly rate type of your project, we’ll calculate an effective hourly rate to use as the Unit Price for each line item. Alternatively, you can choose the Detailed option to display one line item per time entry.
Hourly rate on project:
Hours display on invoice:
Only time entries that were tracked to billable tasks will be pulled into your invoice. You can manage whether your tasks are billable on the project’s settings page. Only billable expenses can be included as well. When you’ve chosen the hours and expenses you want to include and how to display them, click Review invoice.
Rates must be entered on your project in order to calculate your billable totals. Your rates will show up in the Unit Price column on your invoice.
Hourly rates on project:
Hourly rates on invoice:
You can edit any of the line items that were pulled into your invoice or reorder the rows. You can also add line items or change which project a line item is linked to. Note that editing or deleting an invoice line item won’t change how much of the project budget is burned. More information can be found in our article about how editing an invoice based on tracked time and expenses affects your data.
When everything looks good, click Save invoice. You can send your invoice to your client right away, or keep it as a draft and send it later.