Separate client work
Associate entries with the client they support before the billing period closes.
How can an agency prepare client invoices?
Organize time entries by client, use custom hourly rates, select the unbilled work for the billing period, and create a PDF invoice. The workflow keeps the invoice source visible without adding project-management layers.
Review what is unbilled
Select the entries that belong on the next client invoice instead of retyping them.
Use the available seats
The Early Access Pilot covers up to 3 users, with $5 per month for each additional user.