Billing workflow

From approved time to billing

Keep billable and non-billable work easier to separate, review, and use in client billing workflows.

A cleaner billing handoff

Track client work against projects and tasks, review the resulting record, and carry approved billable time into a professional billing process.

What stays connected

  • ✓ Client and project context
  • ✓ Billable and non-billable classification
  • ✓ Approval status before invoicing

Review before you bill

Billing starts with a record people can understand. Keep project context, corrections, and approval status visible before a client-facing amount is prepared.

Connect projects, approvals, and reports.

Ready to make this workflow clearer?

Explore the next step with TrackPilot AI.

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