Invoices

Generate professional invoices from tracked time with PDF export.

Generate an Invoice

  1. Go to Invoices tab
  2. Tap Create
  3. Select client
  4. Choose sessions to include
  5. Review amounts
  6. Create or Send

Invoice Statuses

  • Draft - Saved, not sent
  • Sent - Awaiting payment
  • Paid - Payment received
  • Overdue - Past due date

Sending Invoices

Tap the Send button on any invoice to generate a professional PDF and open the iOS Share Sheet. Send via email, Messages, AirDrop, or save to Files.

Multi-Currency Invoicing

Each client has their own currency setting. Invoices are generated in the client's currency. Supported currencies: USD, EUR, GBP, CAD, AUD, JPY, and CHF.

Manage Invoices

  • Mark as Paid - Update status to Paid
  • Mark as Sent - Update status to Sent
  • Delete - Remove the invoice (swipe left)
  • View Details - Tap to see full invoice information

From Estimates

Accepted estimates can be converted to invoices with one tap. The estimate's subtotal, tax, and due date carry over automatically. See Estimates & Proposals.

Recurring Invoices

Set up automated invoicing for retainer clients. Invoices are generated as drafts on a schedule (weekly, monthly, quarterly). See Recurring Invoices.

Client Portal

Generate shareable links so clients can view their invoice history and mark invoices as paid themselves. See Client Portal.