Are you a consultant, contractor or gig worker and need an App that simplifies tracking hours worked, expenses on projects with the ability to invoice your clients? If so, we have an App for your business that does all that and runs on your iPhone or iPad.
The Client Billing app allows you to track your hours worked and expenses on projects for multiple clients. Billable and non-billable costs can be tracked. Invoices can be generated and printed or emailed.
Create a new client or show an existing one.
View all or filter active and non-active clients. Tap Settings to enter your company information.
Enter your company's name, address, phone number, email address and website. This information appears as a signature block on printed and emailed invoices.
Enter a reimbursement amount for calculating mileage expenses.
The detail client view displays the client’s demographic and contact information and whether they are active or inactive.
Billable, invoiced and paid hours and expenses can be viewed at a glance.
Client notes are not shared and only viewable in the App.
Create a new invoice or show an existing one.
View all or filter billed, un-billed, paid and unpaid invoices.
The invoice detail displays the invoice billed or paid status.
Mark the invoice paid when you receive payment.
Invoice notes are included on the invoice.
The invoice can be printed or emailed.
Create a new project or show an existing one.
View all or filter fixed-price, hourly rate, open or closed projects.
The detail project view shows the project description, hourly or fixed project rate, start and end date, project contact information and whether the are project is open or closed.
Billable, invoiced and paid hours and expenses can be viewed at a glance.
Project notes are not shared and only viewable in the App.
Create a new expense or show an existing one.
View all or filter billable, non-billable, billed, unbilled, paid or unpaid expenses.
Enter an expense description, category and the date of the expense.
Enter the amount of the expense and any adjustment you want to make and the total is calculated.
Mark the expense billable or non-billable to track the expense but not bill it to the client.
Add new worked hours or show an existing worked hours.
View all or filter billable, non-billable, billed, unbilled, paid or unpaid hours.
Enter a work description and the start and stop time for the task.
Mark the hours billable or non-billable to track the hours worked but not bill it to the client.
The reports available are:
• Revenue
• Accounts Receivable
• Expense Summary
The Revenue Report can be run for a selected date range and will display a list of paid invoices as well as a summary of hours worked, charges and expenses.
You have the option to print or email this report.
The Accounts Receivable report will display a list of unpaid invoices as well as what is owed and aging 0-30 days, over 30, 60 or 120 days.
You have the option to print or email this report.
The Expense Summary Report can be run for a selected date range and will display a list of expenses incurred during that period. Totals are displayed for non-billable, un-billed, invoiced and paid expenses.
You have the option to print or email this report.