Quick answer: To bill a client for logged time in Teamwork.com, set billable rates, make sure your team logs time as billable, and review it before you bill. Then open the project's Finance tab and add the unbilled time to an invoice. Invoiced time is locked, so your totals stay accurate.
GUIDE  Billing for logged time · 4 steps

Why does billing for logged time matter in Teamwork.com?

Every hour your team works for a client has a value. When time is logged as billable and goes straight onto an invoice, nothing slips through the cracks. Here is what you get:
Bill for every hour you work
Make time billable by default with billable time defaults, so client work isn't missed at invoice time.
Invoice without spreadsheets
Add unbilled time straight to an invoice, instead of re-keying hours from a timesheet.
Keep invoices accurate
Invoiced time is locked, and the Time report shows what's billable, non-billable and already invoiced.

How do I bill clients for logged time in Teamwork.com?

To bill clients for logged time in Teamwork.com, work through these four steps in order. Each step links to the help articles with the full instructions and screenshots.
1

How do I set billable rates in Teamwork.com?

Set each person's default billable rate on the People page, then override it where a client pays a different rate. When time is logged, the most specific rate applies: project rate, client role rate, role rate, then the site-wide user rate.
Billable rates are available on Accelerate and higher plans.
2

How do I make sure time is logged as billable in Teamwork.com?

Set a billable default on the project in Edit project › Advanced Options › Time, so every time log starts as billable. Set a different default on task lists for internal work. People can still change a single log, and time logged with the Desktop Timer app or by email doesn't use defaults.
3

How do I review billable time before invoicing in Teamwork.com?

Check time in the project's Time view, or across all projects in Projects › All time, filtered to your billing period. Fix a single log with the pencil icon, or use Bulk Update Time Logs (owner company site admins only). The Time report splits hours into billable, non-billable and invoiced.
4

How do I add logged time to an invoice in Teamwork.com?

In the project's Finance › Invoices tab, click Add Invoice and choose Price will be based on time and expenses. Open the invoice, click Add unbilled time, select the time logs and click Add items to invoice. You can then export the invoice to your accounting software.
Invoicing is available on Accelerate and higher plans.

What are the key concepts in billing for logged time in Teamwork.com?

Billable value is hours times rate
The billable value of a time log is the hours logged multiplied by the rate that applies. If a rate is missing or wrong, the invoice will be too, so set rates before work starts.
Invoiced time is locked
Once a time log is added to an invoice, it's marked as invoiced and can no longer be edited. Correct hours and billable status before you invoice, not after.

What are the best practices for billing for logged time in Teamwork.com?

Do this
  • Set billable rates before anyone logs time
  • Make billable the default on client projects
  • Use a non-billable task list for internal work
  • Review time weekly, before the billing period closes
  • Invoice on a regular cadence, such as weekly or monthly
Watch out for
  • Invoicing before time logs have been reviewed
  • Time from the Desktop Timer app or email, which doesn't use billable defaults
  • Adding or changing rates after time has been logged
  • Leaving unbilled time on finished projects

Frequently asked questions

Can I edit a time log after it's been invoiced?

No. Once a time log is added to an invoice, it's locked so the invoice total can't change. Correct hours and billable status before you invoice.

Which rate is used if a user has more than one?

The project rate wins. If there's no project rate, Teamwork.com uses the client role rate, then the role rate, then the user's site-wide rate.

Why is some of my time not billable when the project default is billable?

The time log may be on a task list with its own non-billable default, someone may have changed it on the log, or it may have come from the Desktop Timer app or email, which don't use defaults.

Can I see how much billable time is still uninvoiced?

Yes. The Time report shows billable, non-billable and invoiced hours side by side, so you can spot time that's ready to bill.

Who can create invoices?

Site admins, project admins, and users with the billing project permission on that project.

Which Teamwork.com plans include billing features?

Billable time tracking is available on all plans. Billable rates and invoicing depend on your plan. See Teamwork.com Plans: Feature Comparison for what is included in each plan.

Where should I go next?

To check billing against what the client agreed to pay, continue with Profitability Report →.