Guide

Issue an invoice

Turn a client’s unbilled time into a draft, review it, and issue a final invoice you can send.

Before you start

You need the Admin or Manager role to build a draft; only an Admin can issue it.
A billing client to invoice.
Unbilled, billable time in the period you want to bill.
If you bill across several projects at once, they must share one currency.

Build the draft

Start a new invoice
Go to Invoices and click New Invoice.
Choose the client and projects
Pick the billing client, then select one or more of its projects. All the projects on one invoice must use the same currency, and WorkWiser blocks the draft until they do.
Set the range and grouping
Choose the date range (it defaults to this month) and how lines are grouped: By Deliverable, By Project, or Individual Entries.
Create the draft
Add a due date and notes if you want, then click Create Draft. WorkWiser pulls the unbilled billable time in that range into line items, priced from each project’s hourly rate.

A draft becomes a clean, professional invoice.

Review the draft
While it is a draft, everything is editable. Click a line to change its description, hours, or rate, add or remove lines, and set the due date, notes, and invoice language. Tax lives here too: see Tax & VAT for rates, per-line overrides, and exemptions.
Issue it
Click Issue Invoice. WorkWiser assigns the next number in a gap-free yearly sequence, locks the invoice as an immutable snapshot, and generates the PDF.
Send or download it
From the celebration screen (or the invoice afterwards) you can hand off to sending or grab the PDF. See Send an invoice for emailing it, marking it sent, and tracking it to paid.

Good to know

Issuing is permanent: an issued invoice cannot be edited. To correct one, an Admin voids it and you issue a new one.

If any line is taxed at 0%, add a tax exemption reason before you issue. See Tax & VAT.

The PDF and email language follow the invoice first, then the client, then your organization default.

WorkWiser is in early access. Tell us where to reach you and we will send an invite when it is your turn.