The hours that make it onto the invoice
An agency or a consultancy that bills by the hour loses money in the gap between doing the work and writing the invoice — a quick call that never made it into the spreadsheet, a month of small fixes summed from memory.
The remedy is not a stricter spreadsheet. It is logging the hours where the work already lives — on the client and the deal — and letting the invoice read them.
Log the time where the work is
Every deal, client and company page has a Time card. Log an entry with its day, its hours and minutes and a line about what was done, or start the timer when a call begins and stop it when it ends: the minutes are filled in, rounded up to a whole minute, for you to check and save. Time logged on a deal belongs to the deal’s client — its company when it has one, otherwise the person.
- Untick “Charge the client” for time you do not bill.
- One timer runs at a time, and it keeps running if you reload the page.
- An entry can be changed or removed until it is invoiced.
A rate for each member
Each member’s hourly rate is set once, in the deals settings. An entry keeps the rate it was logged at, so a raise in March does not reprice February. Time logged before someone had a rate is billed at the rate they have on the day you invoice it — and if they still have none, the invoice is refused by name rather than billed at zero.
The hours are logged where the work is, and the invoice reads them.
One draft, a line for each deal
When the card shows time to bill, “Invoice unbilled time” turns it into one draft invoice for the client: a line for each deal, named after the deal, and one for the time on no deal, each with its hours and dates — “12 h 30 min, Oct 3 – 31” — in your workspace’s language. A company’s invoice is addressed to the person there you choose. Bill everything at once, or a month at a time.
The draft opens like any other invoice, to check, change and send with its payment link. The hours on it are locked; void the invoice, or delete the draft, and they are free to bill again.
What it does not do
It is the time you bill, not the time you pay: it never feeds the time clock or payroll. A rate belongs to a member, not to a client or a service, and the invoice shows the hours per deal, not each entry or its note. Who sees whose time follows the deals’ record scope: a role that sees only its own deals sees, logs and bills only its own time.