Time and billing

The time report, utilisation, hourly rates, and turning billable hours into an invoice.

/admin/reports/time — every hour your team has logged, what it is worth, and the button that turns it into an invoice. Time is logged on tickets and tasks; this page is where it adds up.

Reading needs agency.view_billing. Generating an invoice needs agency.manage_billing.

#Choosing a period

Preset ranges, or From and To with Apply. The range is matched against each entry's worked-at date — the day the work happened, not the day it was typed in. A late entry dated last month lands in last month's totals.

A client filter narrows the whole report to one account.

#The report

The time report with a date range, a per-client table of hours and amounts, and a Generate invoice button on each row. — One row per client. The amount is billable hours at that client's rate.

One row per client, showing hours logged, billable hours, and what those billable hours are worth at that client's rate. The client name links to the client.

#Clients with no hourly rate

A client with billable hours and no hourly rate shows — for the amount and cannot be invoiced. The warning links straight to that client's Settings tab, where the rate is set. See Hourly rate.

#Utilisation

Utilisation compares hours logged against each person's weekly capacity, set per member on the Team page. Without a capacity there is nothing to divide by, and the column stays empty — the report links to the Team page to say so.

#Generating an invoice

Needs agency.manage_billing.

Generate invoice on a client row creates a draft invoice from that client's billable time in the selected period, at that client's rate. Each time entry's note becomes a line item, so an invoice explains itself.

Overlapping periods are caught, not blocked If the range you have chosen overlaps an invoice that already exists for that client, you are warned and offered Generate anyway. The warning exists because the common cause is a date range that was not adjusted after the last run — but a deliberate second invoice for the same period is sometimes exactly what is wanted, so it is a warning rather than a refusal.

The draft opens in Invoices, where it can be adjusted before sending.

#A workable monthly routine

Set the range to last month.
Deal with the warnings first. Any client showing a dash needs a rate before anything else is worth doing.
Scan the billable-versus-logged split. A client with lots of logged and little billable is either being over-served or being logged against wrongly.
Generate each client's invoice.
Review each draft, set a due date, and Mark sent. See Invoices.

#What the client sees

Nothing on this page. Clients never see the time report, individual entries, or utilisation. A client-side user holding agency.view_billing — the Client Owner role does — sees their own invoices, and only their own.