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Log time and invoice a project

Record the hours spent on each task, link the project to a customer and turn unbilled time into an invoice.

Before you start: To create an invoice, the project needs a bill-to customer and at least one billable time entry that hasn't been invoiced.

1Log time on a task

Open a task and go to the Time tab. Enter the Hours and Date, leave Rate/hr blank to use the project's default rate, and tick or untick Billable. Add a note and choose Log time.

Scalar360 screen: Log time on a task — Numbered outlines show what to click, in order.

2Check the time already logged

Below the form you'll see each entry with its hours, who logged it and the amount. Entries marked non-billable are never invoiced, and invoiced entries can no longer be deleted.

Scalar360 screen: Check the time already logged — Numbered outlines show what to click, in order.

3Link the project to a customer

Close the task and open the project's Billing tab. Choose the Bill to customer, set a Default hourly rate and choose Save settings.

Scalar360 screen: Link the project to a customer — Numbered outlines show what to click, in order.

4Review billable and unbilled time

The cards show the hours and amount that are Billable, still Unbilled and already Invoiced for the project.

Scalar360 screen: Review billable and unbilled time — Numbered outlines show what to click, in order.

5Generate the invoice

Choose Generate invoice. Scalar360 creates a draft invoice for the customer from the unbilled time, with lines grouped by task and rate, and opens it so you can check it before you send it.

Scalar360 screen: Generate the invoice — Numbered outlines show what to click, in order.

Create a projectSet up a project with an owner, status, priority and dates, so the team has one place to plan and track the work.Use checklists, comments and files on a taskKeep the smaller steps, the discussion and the supporting files with the task, and follow its history.

Still stuck? Contact our support team — or start a free trial to try this in your own company.