Turn tracked hours into an invoice in one click

The slowest, most error-prone part of hourly billing is the bit nobody talks about: copying your timesheet into an invoice. You squint at a list of entries, add up the hours, multiply by a rate, retype the descriptions, and hope you didn't fat-finger a number. It's tedious, and every manual step is a chance to undercharge, overcharge, or miss an entry entirely. This guide shows you how to skip all of it — converting tracked time straight into a draft invoice in one action, with the numbers guaranteed to match what you logged.

Why manual invoicing leaks money

Hand-keying invoices doesn't just waste time; it quietly costs you. The errors run in both directions:

• Forgotten entries — a session you tracked but never transferred to the invoice.

• Rate mistakes — applying this year's rate to last quarter's work.

• Math slips — a transposed digit in the hours or the total.

• Vague lines — "consulting, 12h" that invites a client to push back.

Each of these chips at either your income or your credibility. The cure is to remove the retyping entirely, so the invoice is a faithful copy of your tracked work rather than a hand-made approximation of it.

Prepare your time entries first

A one-click invoice is only as good as the time behind it, so a few seconds of prep pays off. Before you convert, make sure your entries are clean.

1. Filter your time tracking view to the right project and billing period.

2. Confirm each entry's billable flag is set correctly.

3. Tidy any descriptions a client might find unclear.

4. Bulk-edit anything mislabeled so it's right before it becomes a line item.

Convert unbilled time in one click

With the entries ready, the conversion itself is a single action. Kliently turns unbilled time into a draft invoice with one line per entry — hours and rate already filled in. Because each entry carries the rate that was snapshotted when you logged it, the invoice reflects exactly what you agreed to charge at the time the work happened, not whatever your default rate is today. There's no adding-up, no retyping, and no opportunity for the numbers to drift from reality.

Review before you send

One click gets you a draft, not a sent invoice — and that's deliberate. The draft is your last checkpoint. Read down the line items the way your client will, scan the total, and make sure the story the invoice tells matches the work you remember doing. This is the moment to catch a stray non-billable entry that slipped through or a description that reads better with a tweak.

Add discounts, tax, and finishing touches

Tracked hours are the backbone of the invoice, but they're rarely the whole story. In the draft you can layer on the rest:

• Apply a discount per line or across the whole invoice, with live totals.

• Add tax where it's required, per line or per invoice.

• Drop in a fixed-fee milestone alongside the hourly lines if the project mixes both.

• Set the payment methods you want this client to use.

Send, then let it reconcile itself

Once the draft looks right, send it through the client portal with pay buttons for every method you've enabled. From there the workflow keeps running without you: smart reminders chase the due date and stop once it's paid, and each payment auto-reconciles the invoice so your books stay clean. The hour you used to spend assembling invoices becomes a few seconds of review — which is exactly how billing should feel. For more on the bookkeeping side, see reconciling payments and keeping clean books.