How to Set Up Client Billing for a Project

Track billable hours and generate invoices for client projects.

Making a Project Billable

1. Open the project
2. On Project Details, check Is Billable
3. Set the Hourly Rate
4. Select the Client (constituent to bill)
5. Save your changes

Accessing Billing

1. Open the project
2. Click Client/Customer Billing in the workspace navigation

Tracking Billable Time

• Log hours worked on the project
• Hours are multiplied by the hourly rate
• View total billable amount

Projected vs Actual Hours

• Hours To Complete Projected: Estimated hours for the project
• Hours To Complete Actual: Real hours logged

Creating Invoices

Once time is tracked, you can generate an invoice for the client through the billing section or the Accounting module.