Use the approved scope to set up the project, then invoice only eligible work that remains unbilled.

1. Review the agreement

Open the accepted proposal and save its agreed scope, pricing, customer, and approval history for reference.

2. Create the customer project

Go to Worklog → Projects → New → New Project. Choose the customer and the billing method that matches the agreement. Add the project’s tasks and team members.

New Project starts the project setup from Worklog → Projects.
New Project starts the project setup from Worklog → Projects.

3. Track actual work

Use the timer or Log Time against the correct project, task, and person. Check dates, billable choices, and any required approval.

4. Prepare billing

Use the project’s invoice action or Timesheet → Invoice Unbilled Time. Review cutoff, rounding, line descriptions, and eligible expenses.

The worklog invoice wizard lets you review the eligible work before creating an invoice.
The worklog invoice wizard lets you review the eligible work before creating an invoice.

5. Review the invoice

Create the draft, check the agreed pricing and total, then save and preview before sending. Already invoiced or retainer-covered hours should not be billed again.