Turn unbilled, billable time entries into a draft invoice.

Steps

  1. Click Invoices, then New invoice (or New invoice on a case page).
  2. Choose the Client and, optionally, a Case.
  3. Select From time entries.
  4. Tick the unbilled entries to include.
  5. Optionally set Tax rate (%), Due date and Notes.
  6. Click Create draft.

Tips

  • Entries already on an invoice are marked Invoiced and can't be billed again.
  • Starter allows 2 invoices a month. At the limit you'll see "You've hit your monthly invoice limit. Upgrade for unlimited invoicing."