Compare hours tracked against invoices sent, and flag any job with unbilled time.
Part of Monthly owner summary
Tools
Clockify, FreshBooks, QuickBooks Online
Outcomes
Hours worked but not invoiced • No job quietly under-billed
Documentation
Instruction-ready detail below
<in:schedule>Every Friday</in:schedule>, compare <in:spreadsheets>tracked hours</in:spreadsheets> to invoices sent, then <email>email</email> me any job with unbilled time.
<in:schedule>Every Friday</in:schedule>, compare <in:spreadsheets>tracked hours</in:spreadsheets> to invoices sent, then <email>email</email> me any job with unbilled time.Tools
Clockify, FreshBooks, QuickBooks Online
Trigger
Every Friday at 4:00pm
Setup time
5 minutes
Send the bookkeeper a clean, categorized month instead of a shoebox of receipts.
Chase unpaid invoices on a fixed schedule, so nothing is written off because it was forgotten.
Send the invoice the day the work is finished, with a payment option attached to it.
Download
Download the app and begin with drafts and checklists before you write anything back.