Video tutorial 14 of 24

How to Track Your Time and Bill It in Workspace369

To track your time in Workspace369, open Time Tracking under Work. Type what you're working on and press Start, and the timer runs while you work. Each entry shows its project, its client, how long it took and what it's worth, and Unbilled is the time you haven't charged for yet. If you forgot to start the timer, click Log time, say what you did and pick the project: it fills in the client and the rate. Choose how long you worked and click Log time. To bill it, open the menu, choose Bill time and pick the client. Their unbilled time is listed, and it goes on their draft invoice. Click Add, and the time is marked Billed.

What you'll learn

  • How to find Time Tracking under Work and start the timer
  • What each time entry shows: project, client, duration and amount
  • What Unbilled means: the time you haven't charged for yet
  • How to log time when you forgot to start the timer
  • How picking a project fills in the client and the rate
  • How to bill a client's unbilled time to their draft invoice

FAQ

Common questions

Where do I track my time in Workspace369?

Open Time Tracking, under Work. Type what you're working on and press Start, and the timer runs while you work. Each entry shows its project, its client, how long it took and what it's worth.

How do I log time if I forgot to start the timer?

Click Log time, say what you did and pick the project. Then choose how long you worked and click Log time. In the video, that's 2 hours of paint correction for Avery Morgan.

Do I have to enter the client and the rate myself?

No. Picking the project fills in the client and the rate. In the video, picking Paint Correction Portfolio fills in Avery Morgan at $135 an hour, so 2 hours comes to $270.00.

How do I bill my time to a client's invoice?

Open the menu, choose Bill time and pick the client. Their unbilled time is listed, and it goes on their draft invoice. Click Add, and the time is marked Billed. In the video, $442.50 of Avery Morgan's time goes on her draft invoice, INV-26-104.

What does Unbilled mean?

Unbilled is the time you haven't charged a client for yet. When you add that time to an invoice, it's marked Billed, and the Unbilled total goes down.

Full transcript

Welcome back. In this video, we'll track your time, and bill it: log the hours you worked, then add them to your client's invoice in a couple of clicks.

Open Time Tracking, under Work. Type what you're working on and press Start, and the timer runs while you work. Each entry shows the project, the client, how long it took, and what it's worth. Unbilled is the time you haven't charged for yet.

Forgot to start the timer? Click Log time. Say what you did, then pick the project. It fills in the client and the rate. Two hours, and click Log time.

Now let's bill it. Open the menu, and choose Bill time. Pick the client. Their unbilled time is listed, and it goes on their draft invoice. Click Add, and the time is marked Billed. And that's time tracking. In the next video, we'll set up reminders, so nothing slips.

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