Invoices

Client
Date range

Clients

Tasks

Client
Assigned resource
Priority

Board

New Task

Tasks with the same billing title are grouped into one invoice line item.

Assigned Resources

Select which resources can log time against this task.

Resources

New Resource

Timesheets

Resource
Client
Task
Custom date range
Overrides the time-period pills above.

Log Time

Bulk Time Entry

Entries

Date Task Client Hours Rate Notes

Revenue Reports

Revenue Summary

Revenue Forecast

Revenue by Client

Company

New Invoice

Invoice Details

Auto-generated as INV-{ClientCode}{MMYYYY}-{Seq}. Edit manually if needed.

Currency & Conversion

1 invoice currency unit = X org currency units

Line Items

Auto-populate line items from timesheet entries for the selected client & month

New Client

Short code used in invoice numbers (e.g. ATS)

Edit Company Details

Company Information

ACH Payment Details

Wire Transfer Details

Settings

Company Logo

No logo selected

Recommended: PNG or JPG, at least 200px wide

Theme Colors

Organization Currency

Conversion rate from organization currency to USD (leave 1.0 if org currency is USD)

Data Backup & Restore

Download a full backup of all your data (clients, invoices, timesheets, tasks, resources, company, settings). You can restore from a backup file at any time.

Invoice Details