Track hours
Log time on posts and tasks, see it per client on the Hours tab, and turn it into an invoice.
Time is logged on a post or a task, so every hour belongs to a client. Only your team sees it; client logins don't.
Log time
Step 1: Open the post or task and find Time.
Step 2: Enter the Minutes you spent, and a note if you like in Note (optional).
Step 3: Leave Billable ticked for time the client pays for. Untick it for internal time.
Step 4: Select Log time. The total shows as hours logged, and Remove deletes an entry after you confirm. Time already on an invoice can't be removed.
See a client's hours
Step 1: Open the client, choose Billing, then the Hours tab.
Step 2: Pick Today, This week, This month or This quarter, or filter by Team member, Type (Posts & Tasks, Posts or Tasks), Billable, From and To, then select Filter. Clear resets it.
Step 3: Read the Total, Billable and Non-billable hours, then the entries. Select an entry's title to open its post or task.
Step 4: Select Export CSV to download the entries you're looking at as a spreadsheet.
Bill the time
When billable time hasn't been invoiced yet, the client's Invoices tab shows a button such as 12.5 hrs unbilled: add as line item. It creates a draft invoice called Time & materials with all that time on one line, at the client's Default hourly rate ($). That time then counts as billed, so it won't be added twice.
Related
Create and send invoices
Bill a client with line items for quantity, hours and rate, send it, and track it until it's paid.
Create and manage tasks
Turn requests into tasks with dates, people and files, then follow each one from Open to Completed.
Scope of Work
Set out the month's deliverables, hours and cost for your client to accept, then turn it into an invoice.