With the Unbilled time report, you can:
View billable time that has not been invoiced for
Generate invoices from the billable time to clear WIP (Work in Progress)
Automatically lock time entries when you bill for them
Bulk-create invoices from the unbilled time
Create an Invoice from Unbilled Time
To create an invoice from unbilled time and clear your WIP, select a client (or individual time entries within a client) and then click the Invoice button at the right of the client row, or the Create draft invoices button that appears near the top left of the screen when entries are selected.
Once the invoice is created, it will clear them from the WIP and the unbilled time report.
Important Notes:
If you remove a time entry from the invoice or delete the invoice, the time entries will be added back to the unbilled report/WIP.
Once an invoice has been sent to the client with billable time entries, the time entries cannot be edited and will be locked. Learn more in Locking Time Entries.
Bulk Create Invoices
To create invoices in bulk, select multiple clients within the unbilled time report and click the Create draft invoices button near the top left. The button shows the number of draft invoices that will be created from the selection.
Writing Up and Down Invoices
When the invoice is created, you can adjust the Quantity or Rate on each line item to write them up or down. This will automatically be recorded in our system for reporting purposes in the Realization Report.
Hide Entries from the Unbilled Report
If there are items that do not need to be billed for, you can select the entries and hide them from the view.
Adding Unbilled Time from Within the Invoice
You can also add unbilled time to an invoice from within the invoice creation dialog by clicking Add unbilled time underneath the Services table.
As you check entries in the Add unbilled time modal, it shows a Selected amount (dollar total) and a Selected time (duration total) so you can verify both the value and the hours before adding them to the invoice.
Need more help? Click the chat bubble in the bottom right corner of your screen to connect with our support team.