What Creates Billable Entries
Billable entries are generated from:
Completed shifts: When a shift is marked as complete with billable tasks
Billable tasks: Tasks marked as billable and completed on the Tasks page. Use "Sync Billable" on the Tasks page to generate billable entries for the current week
Travel with client: When travel claims are approved and marked as billable to the client
Manual entries: Created directly in a client's Billable Entries tab
For details on creating and managing billable tasks, visit the Tasks page and click the help icon in the toolbar.
Entry Details
Each billable entry includes:
Client: Who the service was provided to
Service Type: The type of service or task
Service Date: When the service occurred
Hours: Duration of the service
Rate: Hourly or unit rate
Amount: Total charge (hours × rate)
Staff Member: Who delivered the service
Description: Details about the service
Managing Entries
You can view, edit, and delete billable entries from a client's profile under the Billable Entries tab. This allows you to correct errors or add missing charges before including them in a bulk invoice run.