Invoicing Logged Time

Hey Madison! 

Romey with HoneyBook’s Customer Success team here! Happy to try to help you out :) 

I have a few follow up questions to better understand your situation, if you don’t mind! 

• When you are ready to send the invoice for the logged time, are you sending it to a client to pay or you sending it to a team member to pay? or review? Just want to understand why you need to send it in a “private team workspace” and not to a client. 
• Are there multiple team members logging their billable time in a project and you want to be able to invoice by team member? 

So, a couple of things that are coming to mind… when you log billable time in HoneyBook, there are two places to view those logs/entries.

1. In the project -- when you click into a specific project, on the grey menu on the right, there is a button to view time tracked and you can see all the entries made for that project. 
2. In the Tools Menu from your homepage-- if you go to Tools > Time Tracker, you can see all logged time across all projects in your account! There’s also a projects column so you can see which entries belong to which project. 

When it comes to billing for that time logged, you can actually see which entries have been invoiced and on what day from inside the project. So, for example, if you have a client/project that you have 5 time tracked entries in and you have only invoiced for 2 of those entries, you’ll be able to see that an invoice was sent on what date directly in the project next to the entries, in the time tracker section (place #1 mentioned above).

Let me know if any of this was helpful! Or feel free to send a follow up with more clarification or an example of what a situation like this looks like for you and I can continue to try to help troubleshoot! 

Hi Romey, 

Thank you for your follow up!

To clarify, my business has an umbrella of services that we offer (Drafting & Design, Material Selections, As-Built Measuring), all of which are billed by time spent on the project. The amount of time could vary drastically between projects. When logging my time, I insert details about what was being worked to showcase to our team and/or the client justification for time spent on their project. There very well could be logged time from various team members that have contributed to the project. 
 

When invoicing from the time sheet within the project, it splits all separately logged time into (what I would consider) various services in the invoice. For example: When billing 10 hours of Design & Drafting, the invoice would display Kitchen Edits-2hours; Roof Plan-2hours; etc. I’d really appreciate if my invoice could reflect: Design & Drafting-10hours (then in the “description”, Kitchen Edits-2hours, Etc to showcase what I worked on under the “umbrella” service name. If I make any edits to the invoice or use an invoice template, I have no way to select the time that I’m billing for. If I just can’t select the time that I’m billing for, I would like to be able to reference the logged time to the invoice (on my own). 
 

Regarding the team workspace invoicing: There are just some situations where the end client has a portal within our HoneyBook account, utilizing other HoneyBook features and/or smart sheets, but I need to invoice the middle man. Ie, we are subcontractors of a design firm - the first designer has recruited us and we communicate with the first designer and client, but we only bill the first designer. 
 

Best,

Madison

Oh I see! So maybe a helpful feature request would be the ability to set a specific logged time entry (example Kitchen Edits 2hours) to be a sub-item on an invoice under “Design & Drafting”. Instead of having everything be individual “services” on an invoice, right? 

So, if you logged “Kitchen Edits - 2hours”, “Roof Plan - 2hours”, “Bathroom Design - 4hours”, and “Dining Edits - 2hours” all separately in a project and then select them all to make an invoice, once in the invoice you could then set the umbrella service over these as “Design & Drafting- 10hours” so that the client knows the hours and work that add up to that. 

Does that sound like it would be helpful? 

As far as team workspace invoicing, you could create a related workspace inside of the end client’s project add in the middle man so you can communicate and invoice them without involving the end client but still keeping it organized under that end client. Thoughts? 

That sounds beautiful, yes!!! I would still appreciate them to be selectable from an invoice template I’ve created. It seems like selecting logged time to create an invoice “glitches or forgets” the time you select when you change the invoice template. 

I have sent an invoice and received payment within a team workspace, separated from the end client - this is successful. Sorry, I discovered after sending in the original question. 
 

Thank you! 
Madison

OOOH okay even better! So when building a custom invoice in a project (or starting with a template) maybe when you go to add in a service, that drop down menu that usually populates with your service templates or most commonly used services could also include the logged time entries in that project…? Maybe another suggestion for your feature request? :) 

YAY! Okay, glad we could cross one off the list here! If the above requests sound like what you’re looking for, I definitely recommend submitting the request HERE so that others can chime in and upvote it. And I can provide additional context to our team if it gets put into development. 

Madison Hercules, I second that for sure. I would love know how much time we are spending on each task such as: invoicing, etc… Similar like ScreenTime on iPhone where it breaks down time spend on each app. For Honeybook’s case it would be smart file time per client.

Additionally, another idea is to FIX what Client Profile Displays & auto generate (Auto Enrichment) "BILL TO" area on Invoices. As of current, all this has to be done manually and takes so much time, not to mention mistakes can be made! Thank you for your time. :)

PLEASE UP VOTE THIS HB COMMUNITY SO WE CAN GET THESE FEATURES!!

I love viewing Tools > Time Tracker! I do wish this overview had an “invoiced” column (just like the logged time entry does within each project), so you could see what’s coming down the pike. 

I was hoping in the future, we could see automatically (not starting manually) how much time we are spending creating each invoice per client. (Think of screen time on iPhone). Our leadership team is always trying to automate and speed up our quoting/invoicing time in invoices and that would be difficult to do in Honeybook as of now.

As these metrics are essential, currently we only have one team member (me) in Honeybook and the rest of our sales team is using our current CRM system. This feature could move our company over!

-Phil :)

A year later but I am chiming in here --- Clients routinely require more information for time entry. So while we may need to track “Design” “Data Research” they want to know how that aligns with their contracted services “Task 4, Deliverable 3”. It would be ideal for the following: 

1. Time entry has a preset short title employees can pick from that aligns with details in the project e.g., Design, client meeting, development, website, etc. 
2. Additional details entered into another line for clients that need to know “Apr 4 meeting on review team” 
3. Once time is billed on an invoice, it cannot be selected. 
4. Ability to filter time between two dates for an invoice (rather than scroll and clicking) 

​@Jessica Herbert - Thank you so much for sharing your additional thoughts to this! I would highly suggest maybe upvoting one of the feature requests that already exist or creating one of your own with these ideas. You can see the current ones here with this search. The more votes a topic gets the higher a priority it is for the development team.