Managing invoices

Once invoices are going out, the Invoices page and a few reports keep your billing organized and let you bill several projects at once.

The Invoices page

Money → Invoices lists every project’s invoices with status and payment info at a glance. A summary shows totals for invoiced, paid, open, and past due, updating as you filter.

By default it’s sorted by status: Draft → Open → Past Due → Partially Paid → Uncollectible → Paid. Click any column header (Issue Date, Due Date, Paid Date, etc.) to re-sort.

Invoice templates

Templates control an invoice’s structure and design so you’re not starting from scratch each time — and one is required to open any invoice.

Manage them from Invoices → More → Manage Templates or Settings → Templates. There you can create, edit, duplicate, or deactivate templates. When customizing, a live preview shows a sample invoice as you adjust each section.

Editing used templates

Once a template has been applied to an invoice, you can still edit it — but changes only affect future invoices, not ones already created.

Bill faster with the Unbilled report

The Unbilled report shows how much unbilled work has piled up per project, updating as your team logs time — so you know exactly what’s ready to bill.

• Click Invoice next to a project’s unbilled amount to start an invoice pre-filled with that time.
• Use Bulk Actions to batch-create invoices across multiple projects at once (requires the Create invoices permission).

Write off unbillable time

Not all logged time gets billed — budget caps, client goodwill, etc. Write-offs adjust a phase’s unbilled total to match what you’ll actually invoice. Manage them from the Unbilled report, Project Financials, or the Invoice Builder:

1. Expand a project to its phases and click + Add on the phase to write off.

2. Choose Apply write off to all or Assign to individuals, enter the amount (it can’t exceed the unbilled total), and add a note.

3. Click Save.

Write off last

Wait until all time is logged on a phase before writing off — editing that phase’s timesheet entries reverts the write-off, since it changes the underlying totals.

Batch-create invoices

From the Unbilled report’s Bulk Actions, generate multiple draft invoices in one pass for a selected billing period. You can also enable Automatic Invoice Generation in settings to have recurring drafts created across projects, then review and send them.

Accounts receivable

For a focused view of what you’re owed, the Accounts Receivable report lists all open and past-due invoices in one place. See Reports & Analytics for the firm’s full reporting suite.

Related

Create & send an invoiceBuild an individual invoice.

Payments & remindersCollect payment and chase overdue balances.

Reports & AnalyticsAR, profit, and other financial reports.