Documentation
Invoicing
Unbilled time becomes an invoice per client, on a schedule you set, from a template that's yours. Invoicing needs a free account, because a client's payment has to reach your bank.
Automatic monthly invoices
On a project's page, turn on Invoice automatically every month and pick the day (the 1st by default; any day up to the 28th). At 6am on that day, in your timezone, every billable, uninvoiced session on the project is gathered into an invoice for its client. Projects for the same client on the same day land on one invoice, grouped by project with each session's description as a line. A client with no billable work that month is skipped, never sent a zero invoice.
Next invoice on the project shows what the next run will contain, and Invoice now raises it today instead of waiting. The Invoices page lists the upcoming ones alongside those already sent.
Numbering and terms
Settings → Invoicing → Numbering & terms:
- Number format, such as
INV-{YYYY}-{0000}.{YYYY}is the year and{0000}the next number, zero-padded to that many digits. - Next number: where the sequence is now. The sequence is kept gapless, which several jurisdictions require.
- Payment terms in days: the due date is the invoice date plus this.
- CC email: an address copied on every invoice you send, typically your own or your bookkeeper's.
Rounding
How tracked seconds become billed hours:
| Mode | What it does |
|---|---|
| Exact | Bills the minutes as tracked. |
| Nearest | Rounds to the nearest increment you choose (6 or 15 minutes, say). |
| Up | Rounds up to the next increment. |
Rounding applies to each project's total for the period, not to every entry. Rounding each 7-minute entry up to 15 would bill a day of short sessions at double; rounding the day's total doesn't.
Templates
Templates (from the Invoices page) decide what the client sees. Each has a name, your logo, an accent colour, the columns to show, tax rows (a name and a rate each), a header note, payment terms text and a footer note. One template is the default; make as many as you have kinds of client.
Text fields take placeholders such as {{invoice.number}},
{{period.start}} and {{client.name}}.
The editor previews against real data with the same code that
renders the real invoice, and a misspelt placeholder shows up
verbatim rather than rendering blank.
The Business section of your profile (name, address, tax ID) fills the "from" block on every invoice.
Sending and paying
An invoice is emailed to the client's address with a link to a hosted invoice page: no attachment to catch in a spam filter, no login for the client, and it prints to PDF when their finance team asks. Invoices move through draft, sent, paid and void; you can mark one paid by hand at any point.
Connect a Stripe account under Settings → Invoicing → Payments (a few minutes) and the hosted page gains a pay-by-card button. When a client pays there, the invoice is marked paid, Stripe pays out to your bank on its usual schedule, and ClockedFlow keeps 1% of the payment as its only fee. Invoices you print, email yourself or settle outside ClockedFlow cost nothing. See pricing.
Next: Sync and accounts
