Billable work to invoice

Turn recorded time and reimbursable expenses into an invoice your customer can trace back to the work.

Step by step

Client and item setup Bookkeeper

Check customer identity, billing terms and reusable item descriptions; preserve source identifiers when importing existing customers.
- Updates Clients, Items
Invoice preparation Bookkeeper

Create a draft directly, from an accepted estimate or from a uniquely identified recurring occurrence. Reserve billable work atomically so it cannot be charged twice.
- Updates Invoices, Invoice lines, Expenses, Time entries
Invoice issue Assistant

Validate scoped authority and freeze the issued lines, tax calculation and PDF before sending. Delivery attempts and hosted checkout creation retain the same invoice identity.
- Updates Invoices, Invoice lines, Payment links
Reporting and correction Owner / Admin

Reconcile billed, collected and outstanding amounts. Preserve correction history. Contractor tax workpapers require reviewed outgoing-payment evidence and a current filing-rule decision; customer receipts never supply that amount.
- Updates Invoices, Payments, Tax forms 1099sent

What Invoicing & Billing System enforces at each step.

Reserve each eligible time or expense item once, including when two people prepare invoices at the same time.
Keep the issued invoice and its source work intact when a correction is needed.
Use outgoing contractor-payment evidence for contractor tax workpapers; customer receipts are a different cash flow.

Bookkeeper: Bookkeeper works within the record, field and action scope below.
Assistant: Assistant works within the record, field and action scope below.
Owner / Admin: Owner / Admin works within the record, field and action scope below.

Start free, then use Proto to change fields, steps and approvals before your team goes live.