Auto-Invoicing

Generate invoices from completed work

Connect approved work, pricing, and pay schedules so invoices are created without manual tracking.

Link invoices to completed work

Use approved tasks, shifts, sessions, deliveries, or projects to create invoice-ready records.

  • • Completed work records
  • • Approved time and tasks
  • • Invoice-ready items
WorkApproved
TaskShiftSessionDelivery
Work → Invoice
WorkerInvoice
Ready
HourTaskProjectDayMonth
Rate$45/hr
Simple rate card

Set how services are priced

Price work by hour, task, project, day, month, or any structure your operation uses.

  • • Per hour
  • • Per task or project
  • • Per day or month

Choose who sets the rate

Let workers propose rates, use one fixed rate, or let managers decide pricing per request.

  • • Worker-set rates
  • • Fixed rates
  • • Manager-set pricing
Worker
Fixed
Manager
SelectedApproved
ManagerManager review

Invoice

Ready
Line item$120
Line item$80
DueScheduleReview

Create invoices on schedule

Generate invoices based on approved work, agreed pricing, and the payment schedule you set.

  • • Invoice drafts
  • • Pay schedules
  • • Review and approve

Questions about Auto-Invoicing

What is Auto-Invoicing?

It creates invoice records from approved work, pricing rules, and payment schedules.

What work can become an invoice?

Tasks, shifts, sessions, deliveries, projects, or other approved work records can feed into invoicing.

Can pricing vary by service?

Yes. Work can be priced per hour, task, project, day, month, or another structure you define.

Who decides the worker rate?

You can let workers set rates, use a fixed rate, or let managers decide pricing per request.

Can invoices follow a schedule?

Yes. Invoices can be created based on the pay schedule or billing cycle you set.

Can invoices connect to payments?

Yes. Approved invoices can connect to payment and payout workflows when those modules are enabled.

Ready to build your work system?