Invoicing from time entries
Billable time entries can go straight onto an invoice without re-typing descriptions, hours, or rates. You can create an invoice directly from selected time entries, or pull billable time into an invoice using a time entries block. Either way, each entry becomes its own line item with the description, hours, rate, and total pre-filled.
How to create an invoice from the time tracking page
- Open Timesheets.
- Switch to the billing view so you can see each entry's billable amount and invoiced status.
- Select the entries you want to invoice. Use the checkboxes to pick individual entries or select multiple at once. You can select entries across different tasks and projects as long as they share the same client. Entries already marked as invoiced are flagged and can't be selected, which prevents double-billing.
- Click "Create Invoice". A new invoice opens in the block editor with each selected entry as a separate line item. The description pulls from the task name and entry notes, the quantity is set to hours tracked, and the rate comes from the entry's hourly rate or project rate. The invoice client is pre-filled from the project linked to the entries.
How to add a time entries block to an invoice
- Open an existing invoice or create a new one in the block editor.
- Add a "Time entries" block to the invoice. The block pulls billable time entries from a specific project.
- Select the project to pull time entries from. The block displays all unbilled entries with their descriptions, hours, rates, and totals.
How invoiced entry tracking works
Once you create the invoice, every time entry included in the invoice gets marked as invoiced. The billing view in the time tracking page shows which entries have been billed and which remain unbilled. The next invoice you create only picks up new, unbilled entries, so there's no overlap or double-billing.
