Turn Billable Time and Expenses into Professional Client Invoices
Create invoices directly for fixed-fee or service work, or bring approved billable time and expenses from your timesheet software into OfficeClip Invoices. Send invoices to clients, track payment status, and accept online payments.
Get Started Free See How Billing WorksTwo ways to create an invoice in OfficeClip
Use the approach that matches the work you are billing. Both methods end in the same invoice workflow.
Create an invoice directly
- Create quotes, estimates, and invoices without using timesheets.
- Add the customer, service items, taxes, terms, notes, and other billing details.
- Useful for fixed-fee, recurring, and non-timesheet work.
Create an invoice from approved time and expenses
- Use approved timesheet and expense records as the basis for billing.
- Select the billing period and users, then review billable items.
- Reduce duplicate entry between time tracking and invoicing.
The Invoicing Workflow
For teams that bill from timesheets, the process stays connected from recorded work to client payment.
How approved time becomes a Client's Invoice?
Record time and expenses
Team members record billable time against the appropriate customer, project, task, or service item. Reimbursable expenses can be recorded as well.
Review and approve
Managers or authorized approvers review submitted timesheets and expenses. Approved records are then available for downstream billing.
Select the billing period and users
The billing user chooses the date range and users whose approved time and expenses should be considered for the invoice.
Verify billable items
Review the approved hours and expenses that should be billed. Nonbillable work can remain outside the customer invoice.
Generate the client invoice
Confirm the invoice details, rates, taxes, terms, and notes. The completed invoice can then be sent to the customer and tracked in OfficeClip.
Create invoices directly without a timesheet
Timesheets are optional. For fixed-fee work or simple service billing, create the invoice directly from customer and billing information.
Create a professional invoice in minutes
Select the customer, enter services or items, add taxes and payment terms, and save or send the invoice directly.
- Add customer and invoice details
- Enter service items and prices
- Add taxes, notes, and payment terms
- Save, send, and track the invoice
Use invoice, quote, and estimate templates
Choose the format that fits the transaction. OfficeClip lets you create invoices, quotes, and estimates and use email templates when sending them to customers.
Add branding, terms, and billing details
Configure the information you use when creating invoices, including your logo, taxes, payment terms, notes, service items, and other billing details.
Send and track invoices
Send invoices to customers and see their payment status in one place. Review paid, partially paid, pending, or outstanding invoices and follow up when needed.
Accept online payments
Connect supported payment gateways such as Stripe or PayPal so customers can pay invoices online.
Built for service businesses that bill clients
OfficeClip works for businesses that invoice directly as well as teams that bill from approved project time and expenses.
Consultants
Bill client work, professional services, and reimbursable expenses.
Agencies
Connect tracked client work with approval, invoicing, and payment follow-up.
IT service providers
Bill approved project hours and service work across customers.
Frequently Asked Questions
Can I create an invoice without using timesheets?
Yes. Create invoices directly from the Invoices module by adding customer information, line items, taxes, terms, notes, and other invoice details.
Can I create quotes and estimates?
Yes. OfficeClip includes quote and estimate templates that can be prepared and sent to customers before work begins.
Can I create invoices from timesheets?
Yes. OfficeClip Billing can create client invoices using approved data from the Timesheet and Expenses modules.
Can unapproved timesheets be imported into billing?
No. Only approved timesheets and expenses can be imported into the billing workflow.
Can customers pay invoices online?
Yes. When supported payment gateways are configured, customers can pay invoices online through options such as Stripe or PayPal.
How does QuickBooks fit into the workflow?
OfficeClip invoicing and QuickBooks transfer are separate workflows. QuickBooks exchange is available when you want to move relevant customer, project, service-item, employee, time, or expense information into your accounting workflow.
Turn approved work into invoices and get paid faster
Create invoices directly or bill from approved time and expenses in OfficeClip.
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