Service professional measuring and planning work at a project table

Prepare the work

Time Tracking and Invoicing

Track billable work in structured timesheets, review saved hours by day or week, filter entries for billing, and create invoice drafts from selected time.

  • Daily time slots with project context
  • Date and project filters for billing review
  • Invoice drafts from selected hours

Core capabilities

What you can do

The essential controls for moving this part of your billing workflow forward.

  1. 01

    Track billable time in daily slots

    Log one or more time slots for each day with begin and end times, optional project assignment, and internal notes that stay inside your team.

  2. 02

    Review hours before billing

    Switch between day and week views to check saved entries, compare totals, and confirm the work is ready before it becomes an invoice.

  3. 03

    Filter work for time billing

    Use date range and project filters to narrow saved entries, then select only the rows that should be billed for the client.

  4. 04

    Preview invoice line items first

    Choose summary, day-by-day, or detailed entry presentation, set the hourly rate and tax rate, and review the invoice preview before creating the draft.

  5. 05

    Create invoice drafts from selected time

    Open a draft invoice with line items, durations, rates, tax, and totals built from the time entries you selected.

  6. 06

    Keep project context when it is clear

    When all selected time entries belong to the same project, the draft invoice keeps that project connection for cleaner follow-up.

Good fit

Best for

Billable hours that become invoices

Use it when selected time entries should turn into invoice draft line items with rates, tax, and totals.

Project-based service work

Use it when time entries should stay connected to the project they belong to before billing.

Reviewing time before billing

Use it when the team needs day and week views, filters, and invoice previews before creating a draft.

From start to finish

How the work moves

A practical sequence you can adapt to the way your team already works.

  1. 01

    Record work in time slots

    Add begin and end times for billable work, with a project assignment when the work belongs to a specific project.

  2. 02

    Review day or week totals

    Check saved hours in day and week views so totals and project details are clear before billing starts.

  3. 03

    Filter the billing set

    Narrow the saved entries by date range or project, then select the exact work that should be charged.

  4. 04

    Choose rate and presentation

    Set the hourly rate, tax rate, and line item style that match how the client should see the work.

  5. 05

    Open the invoice draft

    Create the draft invoice from the selected entries and continue with the normal invoice review flow.

Details

Frequently asked questions

Ready when you are

Start using Time Tracking & Invoicing today

Set up the workflow in your account and keep the work connected from the first record to the final payment.