Invoice your time

Billable time logged on a customer's project becomes a draft invoice in a few clicks. The draft is an ordinary Bizinly invoice for that customer — you review it, issue it and send it yourself; nothing goes out on its own.

Rates

Each hour is priced at the most specific rate that's set:

1. the person's rate on the project (Rates per person, in the project's edit form — set by the project's managers);
2. the project's Hourly rate;
3. the customer's hourly rate (in the Projects panel on the customer's page);
4. the company's default hourly rate (Projects settings).

A rate of 0 is a real rate — free work; an empty field means "not set, use the next one". Rates are in the customer's currency. If some selected time has no rate at all, Bizinly tells you which tasks or people need one before it creates the invoice.

Create the invoice

1. On the project's Time tab — or in the customer's Projects panel — press Invoice time. You'll see the unbilled billable time and its value.
2. Pick the entries to invoice: filter by project, date range and person, then select all or some of them. One invoice is for one customer.
3. Choose how the invoice should look:
   • One line per task (recommended) — explains what was done: "#12 Gallery — 3 h 30 min × 50 €";
   • One line for the whole selection — the project name and the total hours.
4. Check the preview of lines, rounding and total, and press Create draft invoice.

You need permission to add invoices, and you can only invoice time from projects you can see.

Rounding

When time goes on an invoice, each task's billable time is rounded up to a step — 15 minutes by default, or none, 1, 6, 30 or 60 minutes (Admin → Plugins → Projects → Settings). Each task is rounded on its own, so the two invoice layouts give the same total. The time you logged is never changed — only the billed quantity is rounded.

The draft invoice

The draft takes the customer's currency, default VAT, billing and delivery addresses, main contact and payment terms; prices are before VAT; the reference is the project number and the service period runs from the first to the last day worked. Optionally, a service product set in Projects settings gives the lines its VAT rate and unit. Like every draft, it has no number until you issue it, and it's never issued, sent or e-mailed automatically.

After invoicing

The invoiced entries are marked Invoiced, with the invoice next to them, and can no longer be deleted, made non-billable or invoiced again — so the same time can't end up on two invoices, even if two people try at once. Changed your mind? Delete the draft invoice and its time becomes unbilled again. Once an invoice is issued, correct it with a credit note; the time stays invoiced.

Related: Time tracking and the timer, Issue and lock invoices, Pricing, discounts and VAT.