Invoice unbilled time

Why use it

Billable hours that never make it onto an invoice are money you did the work for and never asked for. Unbilled time collects every approved billable entry that is not on an invoice yet, by project, so nothing slips through at month end.

When to use it

• Month-end billing for hourly projects.
• After a phase wraps up, to bill its hours in one go.
• Catching stragglers left over from an earlier invoice.

To bill time while you build an invoice from scratch, use Create an invoice instead.

Before you start

• You need to be the owner or an admin with the Time tracking permission.
• The time must be billable and from an approved week.
• Connect Stripe if you want clients to pay online. See Connect Stripe before invoicing.

Steps

1. 1

Try it: guided demo

1. 1Unbilled time

1. Open Time, choose Reports, and scroll to Unbilled time. Each project shows its client, entries, value and hours.
2. Choose a project, here Lombard Street Loft with 2 entries worth $812.50, to open its entries.
3. Untick any entry you don't want to bill yet. It stays in Unbilled time for a later invoice.
4. Tick Include event descriptions when your client should see what each entry was for.
5. Optionally write Your invoice note for your client.
6. Choose Create draft invoice. The button shows how many entries it includes, here 1.

What happens next

• Moodiri creates a draft invoice for the project and shows Draft invoice created with a View draft invoice link.
• The billed entries leave Unbilled time.
• Ticked details are visible to your client. Review the draft before you send it.

Limits

Troubleshooting

• No approved unbilled time. Nothing is waiting. Check Timesheet approvals for weeks still to approve.
• The draft invoice could not be created. Try again. Your selections are kept.