Prepare the work
Track billable hours in daily timesheets, review time by date or project, and turn selected entries into an invoice draft with the rate and detail you choose.
From hours to invoice
Review billable hours, select the work to charge, and prepare an editable invoice draft without retyping the work.
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.
Switch between day and week views to check saved entries, compare totals, and confirm the work is ready before it becomes an invoice.
Use date range and project filters to narrow saved entries, then select only the rows that should be billed for the client.
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.
Open an editable invoice draft with line items, durations, rates, tax, and totals built from the time entries you selected—not an automatically sent invoice.
When all selected time entries belong to the same project, the draft invoice keeps that project connection for cleaner follow-up.
Time-to-invoice workflow
See which details come from saved time and which billing decisions remain under your control.
| Capability | Invoice Master support |
|---|---|
| Choose the hours to invoice | Select individual saved entries after filtering by date or project |
| Set the billing rate and tax | Choose them during the invoice preview |
| Choose invoice line detail | Summary, day-by-day, or detailed entry presentation |
| Carry project context to the invoice | Yes, when every selected entry belongs to the same project |
| Show internal time notes to the customer | No; internal notes stay in the workspace |
| Automatically finalize or send the invoice | No; the workflow opens an editable draft for review |
Good fit
Use it when selected time entries should become invoice draft lines with an hourly rate, tax, and clear totals.
Use it when time entries should stay connected to the project they belong to before billing.
Use it when the team needs day and week views, filters, and invoice previews before creating a draft.
Time billing workflow
Track work, review billable entries, choose rates and invoice detail, and open a draft for final review.
Add begin and end times for billable work, with a project assignment when the work belongs to a specific project.
Check saved hours in day and week views so totals and project details are clear before billing starts.
Narrow the saved entries by date range or project, then select the exact work that should be charged.
Set the hourly rate, tax rate, and line item style that match how the client should see the work.
Create the draft invoice from the selected entries and continue with the normal invoice review flow.
Keep exploring
Use this feature page to evaluate the time-to-invoice workflow, then use the guide for deeper project billing context and review steps.
Read the project time-billing workflowUse each project as a billing and document hub: link quotes, invoices, bills, time entries, and notes, then review the financial activity recorded for the job.
Manage boards, columns, and recurring task rules so your team can track delivery work and keep invoicing operations on schedule.
Run end-to-end invoicing for small business with quotes, recurring billing, payment collection, reminders, and connected client records.
Details
It keeps recorded work and billing in one workflow. In Invoice Master, you save time entries, review the billable set, and use selected hours to prepare an invoice draft.
Yes. Time entries can be assigned to projects so billable work stays connected to the client work it belongs to.
Filter saved entries by date or project, select the work to charge, choose the hourly rate, tax, and line-item presentation, then open the invoice draft for review.
Yes. You select the individual saved entries that should be billed instead of automatically adding every tracked hour to the invoice.
The draft includes line items built from the selected time entries, with durations, hourly rate, tax, and totals. You can choose summary, day-by-day, or detailed entry presentation.
No. The time-billing workflow opens an editable invoice draft. Review the customer, dates, currency, line items, tax, and total before using the normal invoice delivery workflow.
The draft keeps a project link when all selected time entries belong to the same project. Mixed-project selections create a draft without one project link.
No. Internal time notes stay inside the workspace and are not shown as invoice notes.
No. Invoice Master time tracking is focused on billable work, timesheet review, and invoice preparation for service businesses.
Ready when you are
Set up the workflow in your account and keep the work connected from the first record to the final payment.
