How do I invoice clients?


Hubstaff has an invoicing tool that allows you to easily generate invoices for your clients and send it to them directly, as well as record payments for your invoices.

Invoicing is available on our Premium and Enterprise plans.
In order to be able to bill clients for time tracked by your employees, bill rates must be set for each team member on your organization. To add or edit bill rates, please click here.
The client invoicing feature requires Clients to be added to your organization. If you haven’t set-up clients on your organization yet, please click here.

Here is a sample invoice sent to a Hubstaff client.

Sample view of what a client invoice looks like when the client receives them through email.

 

Getting Started with Client Invoicing

To get started with invoicing, simply click on the Invoices tab on the left sidebar, then click on the Clients tab.

 

Table of Contents

Managing Invoices

 

Adding organization details for invoices

Step 1

First, make sure you are on the Clients tab and then click on Invoice settings.

Step 2

You can add organizational details to all invoices. You will be able to add your organization’s address, logo, tax ID, tax rate, payment terms, net terms, notes, and your PayPal email (optional). Once done you have to click Save.

Creating a New Invoice

Step 1

Click on Invoices, then click on the Clients tab then click on the New invoice button.

Step 2

Select your client, specify the issuing and due dates, then set a custom invoice number or leave it at the default value.

Step 3

There are 2 ways on how you can add line items to your invoice:

  1. Manually add each line item, then click the Add item to add another line item, or
  2. Generate line items automatically. To do this, skip to the next step.

 

Generate Automatic Line Items

Hubstaff can calculate line items for you based on your team members’ billing rates and the amount of time they’ve tracked for that period.

Step 1

On your new invoice, click Generate line items.

The Generate line items dialog box will appear.

  1. Date Range – specify the start and end date of the line items on the invoice
  2. Projects – select projects to include on the invoice.
  3. Members – choose which members times are included on the invoice.
  4. To-do – select which tasks are included on the invoice.
  5. Line items – choose how the data is presented on the invoice:
    1. Detailed by project – shows the detailed data per project on the invoice. Available filters are:
      1. By user, project, and date
      2. By user and project
    2. Detailed by to-do – shows the detailed line items based on tasks/to-dos. Available filters are:
      1. By user, to-do, and date
      2. By to-do, and date
      3. By user and to-do
    3. Summary – shows one line item with a summary for the selected filter. Available filters are:
      1. By user and date
      2. By user
      3. By project
      4. By to-do
      5. By date
  6. Include non-billable time – place a checkmark on this box if you wish to include time from non-billable projects.

Press Generate to automatically generate the line items based on the filters selected.

 

Step 4

Once all line items have been generated, fill in the remaining information (if you’ve already added these on the invoice settings, they will be pre-filled for you). Then either save the invoice as a draft or save the invoice and send it to the client.

Step 5

Once the invoice sent, an email will be sent to the client with the following information:

To check out how clients pay for invoices via PayPal, click here.

Resending an invoice

Step 1

Click on the invoice you want to resend.

Step 2

Click More actions and select Resend from the drop-down.

Filtering Invoices

You can use a few different filters to view your invoices for just a particular date, organization, or client. First, navigate to Invoices, then click the Clients tab. After which you can enter the dates on the calendar, select a client, the invoice status, then hit Apply to generate the list of invoices that meet the filters applied.

By client:

Editing an Invoice

Step 1

Click Actions next to the invoice you want to edit and select Edit invoice from the drop-down. After completing the updates you can either Save the invoice as a draft or Save and resend the invoice.


Downloading an Invoice

Step 1

Click on the invoice you want to download.

Step 2

Click More actions and select Download PDF from the drop-down.


Closing an Invoice

Step 1

Click on the invoice you’d like to close.

Step 2

Click More actions, then select Close from the drop-down.

 

Re-opening a closed Invoice

Step 1

Navigate to Invoices, then select the date range, client name, and choose the Closed status on the Status drop-down. Click on Apply, and then click on the invoice you want to re-open.

Step 2

Click More actions and select Reopen from the drop-down.

Deleting an Invoice

Step 1

Open the invoice you’d like to delete.

Step 2

Click on More actions then select the Delete option.

Sample invoice

Here is a sample of what an invoice will look like when you send it to a client.

To check out how clients pay for invoices via PayPal, click here.

Recording payments

Once a client has paid you, you can record that payment in Hubstaff.

Step 1

Select the invoice where you wish to record a payment from the list.

Step 2

Once the invoice page is open, click on the Record payment button.

Step 3

Enter the amount that was paid and the payment date. You can add optional notes if needed then hit Save.

Step 4

You’ll be taken to the invoice page showing that the invoice was PAID.

Sample Invoice (client view)

Here is a sample invoice of what your clients will see:

When you generate a line for the time that was tracked in Hubstaff and save it as a draft, that time becomes immutable. If the time is marked as immutable for any other reason (paid, project management tool export, etc.) then it can be added to an invoice as long as that immutable time has NOT already been added to another invoice.

When editing an invoice, if you want to delete a generated line item, you need to click the trash icon for the generated line item you want to get rid of and then save the invoice for that change to take effect. Likewise, those hours will change back to not immutable.

If you make any changes to an invoice and click on the Cancel button right after, then the changes will NOT take effect and the line items (regardless of whether they are manual line items or generated line items) will still be there in the invoice.

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