In this tutorial, you will learn how to track both billable and non-billable hours in order to create an invoice for a client.

Step 1: Create a Client

Barney wants to track both billable and non-billable hours for a client

He navigates to clients side bar menu and creates a new client called Biratsu and assigns BIR as the Key, which is a unique identifier. At that moment he also links it to its related Jira projects.

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Barney can also add to the client a pre defined/saved Jira JQL filter which will further limit which Jira issues to be linked to this Client. For example only issues with certain Label will be linked to the client and later on visible in the Clients Reports.

Step 2: Logging time and specifying both worked and billable hours + selecting a Client if needed

Barney is now ready to log time to the project issues. He enters the total number of hours worked, and then enters only the billable hours in the Billable time field. He continues doing this with other issues where there is billable time.

If Barney works on a Jira Project linked to multiple clients and needs to log his time for each of them, he needs to Enable the “Connect individual time entries(worklogs) with Clients” setting in Timescale. If the Jira project is linked only to one client, he does not need to do that.

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Step 3: Creating a report for invoicing

All the time worked for Biratsu has been logged and now Barney can generate a custom report that shows the billable hours and the total hours worked. He selects Reports side menu then Client Reports and then selects Biratsu.

To see the billable hours, he selects View Settings  then Columns/Sum.

Now Barney can see the Billable hours versus the total hours worked for Biratsu.

He’ll export this report as an Excel/PDF or CSV spreadsheet to invoice the client.

Finally, he'll save this report so that she can run it again later.