Creating Basic Client Invoices with the Project Activity Report

John Reeve | January 11th, 2013 | , , ,

Our online time tracking software, Intervals, includes a versatile set of invoicing tools that allow you to generate a detailed invoice based on your time tracking data and a number of variables, such as date, task status, the person doing the work, and more. And you can use Intervals to send the invoice to your client and record payments against it.

However, not every agency — especially smaller teams and freelancers — requires this high degree of functionality when invoicing clients. Perhaps you already have billing software in place, like QuickBooks or Billings. A standalone report including a summary of billable time, along with a detailed breakdown of the work completed, is often times more then sufficient for getting paid. Many clients simply want to see a breakdown of how their money is being spent — a very simple task when using Intervals for online time tracking.

Generating a Project Activity Report Online From Your Time Tracking Data

At it’s very core, Intervals is a time tracking application designed to enhance basic time tracking data with additional layers of granularity. These additional layers allow you to slice the data quickly into meaningful reports. The Project Activity Report is just one example of how your billable hours can be articulated to the client.

The Project Activity Report is separated out into two different parts. The top part is a summary of billable work performed, grouped by  your various billable rates. The bottom part of the report is optional, and provides an itemized listing of each time entry grouped and subtotaled by date, task, or person.

Creating Basic Client Invoices with the Project Activity Report

The Project Activity Report, one of the many detailed and useful reports available in the Intervals online time tracking application.

If you are like many other agencies, small teams, and freelancers, whose invoicing needs aren’t that complicated, try Intervals for free and run a few reports using your own time tracking data.

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A collection of useful tips, tales and opinions based on decades of collective experience designing and developing web sites and web-based applications.

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Intervals is online time, task and project management software built by and for web designers, developers and creatives.
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John Reeve
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John Reeve

John is a co-founder, web designer and developer at Pelago. His blog posts are inspired by everyday encounters with designers, developers, creatives and small businesses in general. John is an avid reader and road cyclist.
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Jennifer Payne
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Jennifer Payne

Jennifer is the Director of Quality and Efficiency at Pelago. Her blog posts are based largely on her experience working with teams to improve harmony and productivity. Jennifer is a cat person.
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Braden Jones
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Braden Jones

Braden is a co-founder and strategist at Pelago. His blog posts draw from his worldwide business travels and forays into the retail apparel industry. Braden loves to surf and recently adopted a Doka named Moose.
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Michael Payne
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Michael Payne

Michael is a co-founder and product architect at Pelago. His contributions stem from experiences managing the development process behind web sites and web-based applications such as Intervals. Michael drives a 1990 Volkswagen Carat with a rebuilt 2.4 liter engine from GoWesty.
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