Who can create or manage invoices?

Clients, managers, and other authorized users can create or manage invoice records according to workspace roles and permissions.

Can an invoice be connected to a project and freelancer?

Yes. The billing workflow can use project, freelancer, approved time, dates, status, due date, and subtotal context available in the workspace.

Does the freelancer receive a invoice email?

When email notifications are enabled for the configured invoice workflow, the freelancer receives the relevant invoice notification by email.

Invoice workflow

From Reviewed Time to Billing

Review billable work and project context before preparing a client-facing billing output.

Keep the client work clear

A billing record should explain the project or task behind the hours. Review the recorded effort before preparing a client-facing amount.

Review hours before billing

Resolve corrections and approval questions before the time record enters the billing workflow. Keep the source of the hours understandable.

Prepare the billing record your client needs

After billable time has been reviewed, prepare the appropriate client-facing record for your process. Depending on the workflow, this may be an invoice or a supporting time report. Before sharing it, verify the project details, approved hours, billing period, notes, and totals. Contact the Track Pilot AI team if you need to confirm whether a particular output or format is supported.

Keep the billing workflow connected by organizing work in projects and tasks, resolving time through approvals, and using reportsto provide supporting detail.

Who it supports

For clients and managers who manage project invoices.

The invoicing workflow connects approved freelancer time with project invoice so authorized clients and managers can create, review, and manage invoice records for client work.

Clients and managers

Create and manage project invoices using approved freelancer time and the invoice details available to the workspace.

Freelancers

Receive invoice email notifications through the configured workflow and review the relevant project information.

Reviewers

Resolve time, project, and invoice questions before the invoice record is shared or followed up.

Where it fits

Use it when invoice needs a defensible source

Use this workflow when project invoice should remain connected to approved time and project context. Confirm configured invoice fields, statuses, email notifications, permissions, tax, payment, and accounting behavior before publishing detailed claims.

Project and task management Timesheet approvals Reports and timesheets

Explore the related feature pages for the next steps in this workflow.

Project & Task Management Timesheet Approvals Reports & Timesheets

Explore Track Pilot AI for your workflow

Review the features and current plans, or contact the team with a specific requirement.

Start Tracking Compare Plans Contact the Team