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10. Billing and Rates

User & Administration Guide — Version 1.0.16.0

Guide summary

Create invoices from approved time, configure rates and tax profiles, and customize invoice templates.

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10.1 Billing / Invoices

Create and manage client invoices. Generate draft invoices from unbilled approved time, or create manual invoices.

  • Select unbilled time entries for a client or create a manual invoice
  • Invoice numbers are auto-generated and locked on create (reserved on save)
  • Generate from unbilled time calculates line items and tax from tax profiles
  • Manual create requires entering tax and total yourself
Billing and invoices list
Billing — manage draft, sent, and paid invoices.
Create invoice form with locked invoice number
Create invoice — locked invoice number reserved on save.

10.2 Rates & Tax

Configure billable hourly rates and tax profiles used when generating invoices from unbilled time.

Rates and tax billable rates tab
Rates & Tax — billable hourly rates by employee or project.
Tax profiles configuration
Tax profiles — default rates applied per client or billing settings.

10.3 Invoice Templates

Customize PDF and email layout for invoices.

Invoice templates list
Invoice Templates — branding and layout for client invoices.