Invoice information
Define all details and optional notes.
Items
Manually add and edit items.
Totals
Get amounts based on price and quantity.
Discount & Tax
Add discounts and taxes, and apply different tax modes to items.
Import
- Import billable hours and expenses
- Choose how you wish to group items
- Choose what details to include
- Round up, down, or to nearest X minutes
- Automatic invoiced tag for imported data
Download
Download invoice as PDF and send it to clients.
Invoice Management
Track status of all your invoices.
Status
Mark invoices as sent, unsent, paid, or void.
Overdue
See all unpaid invoices that are past due date.
Record payment
See which invoices are not fully paid.
Invoice export
Customize the data you want to see and export invoices as CSV or Excel.
Customization
- Add company name, address, and logo
- Choose what fields to display
- Change text for invoice labels
Default settings
- Set defaults for invoice subject and note
- Customize "Bill from" contacts
- Set custom currency for each invoice
Multiple contacts
Create a list of multiple companies to bill from.
Email templates
Write your own text for client communication.
Uninvoiced hours
Filter report by status to find unvoiced hours.
Manually mark as invoiced
Mark time you've already invoiced yourself.
More features
Budget
Set a budget for billable projects and track their progress.
Rates
Set up hourly rates per user, project, or task.
Profit
Compare what you charge clients vs labor costs.
QuickBooks integration
Send time to QuickBooks for accounting and payroll.
Scheduling
Plan projects and assignments on a timeline.
Approval
Submit timesheets to managers for approval.
