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09:30Topic

Invoices

Turn tracked hours into a bill for a client and a payment to a member: rates, pay cycles, and what to do when a figure looks wrong.

8 articles

How invoicing worksTwo kinds of invoice, one pay cycle, and the four states an invoice moves through. Read this before anything else here.2 min
Set your pay cycle and invoice automationAdminsChoose how often invoices are cut, and which projects and members are included when they are.1 min
Set your ratesAdminsThree rates decide every figure on every invoice. Which one applies where, and which wins when two collide.2 min
Change a rate after invoices existAdminsRaises, corrections and back-dating: what re-prices automatically, and why some dates are locked.2 min
Generate, send and mark invoices paidAdminsThe full lifecycle: cut the invoices for a period, check the drafts, email them, and settle them.2 min
Invoice a fixed-price projectAdminsFixed-price work is not billed automatically. Here is how to raise the invoice and what to put on it.2 min
An invoice line has no rateAdminsWhy an invoice is stuck in draft, and the two ways to fix it: the proper one and the quick one.2 min
Hours are missing from an invoiceAdminsWhy an invoice can show fewer hours than the timesheet, and why that is usually the system protecting you.2 min

Other topics

Getting Started

Create your account, find your way around, and get your organization set up so the team can start tracking on day one.

Time Tracking

How hours are recorded, how to read your timesheet, and how to fix an entry that is wrong or missing.

Desktop App

Install the tracker on Windows or macOS, track while offline, and sort out the problems that stop it syncing.

Projects & Tasks

Set up projects the way they are billed, put the right people on them, and run the work on the task board.

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