Bill unbilled work

Unbilled work is billable time and expenses for a client that are not on an invoice yet. You can add them to a draft invoice yourself, or let Spodus gather them on your billing day.

Before you start

• Time is logged against the client's projects with Billable on. See Track time.
• Expenses are marked Billable and have a company or project. See Track expenses.
• Hours need a bill rate to be priced: the entry's, the project's or the member's. See Tax rates and services.

Add unbilled work to a draft invoice

1. Open a draft invoice and set its Client.
2. If the client has unbilled work, an amber note in the panel says how much. Click Add it, or click Add unbilled work under the lines.
3. Choose how to Itemize: Per task, Per person or One line per project.
4. Tick the hours and expenses to bill. Each row shows its hours and amount.
5. Click Add with the number of lines, for example Add 3 lines.

The lines are added to the invoice, and those hours and expenses are marked as billed on it.

Let the billing day do it

Once an admin picks a billing day in Revenue settings, Spodus makes one draft invoice per client on that day. Each draft gathers:

• this period's contract fee, billed in advance
• last period's hours over the contract's allowance
• accepted change quotes
• billable hours and expenses that no contract covers

The drafts wait under Invoices > Drafts for you to review and send. A client whose company has Auto-send invoices ticked gets theirs emailed on the day. See Set up Revenue.

Things to know

• Rows with no rate show No rate and can't be added. Give the member or project a rate first.
• Work dated before the billing day was chosen is listed under Older work. The billing day never gathers it, so bill it from a draft.
• If you void or delete an invoice, its hours and expenses go back to unbilled.
• An invoice in another currency converts the amounts at its exchange rate.

Related

• Send an invoice
• Track expenses
• Contracts and retainers
• Track time