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Multiple projects on a monthly client invoice

  • September 23, 2024
  • 2 replies
  • 18 views
Sam Sullivan

Hi!

I bill a couple of clients monthly, but it’s not a set or consistent amount. I add the total number of hours worked on any projects and include them in the invoice for that month. Some projects may span multiple months, but only the hours worked during that month’s timeframe are applied to an invoice.

Does anyone have a similar setup? If so, how are you tracking it here? I need to get project details in their own projects to track how long a project took without going back through multiple months’ timesheets, but I also don’t want to send multiple invoices to a client at the end of each month for every open project. 

 

 

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2 replies

kitzzy
HoneyBook Employee
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  • kitzzyHoneyBook Employee
  • HoneyBook Employee
  • October 17, 2024

Hi @Sam Sullivan,

Kitzzy here from the Education team. This is a really interesting use case and I’m curious what others are doing. Can you share a bit more about how you’re currently using HoneyBook with these types of clients? Do you have multiple projects in HoneyBook for each client, or just one?

Kitzzy

Kitzzy, Product Education Team
Sam Sullivan

Hi! I’m still trying to figure out the best way to do this!

 

Currently, I have a “retainer” project for three clients where I track time from small, miscellaneous tasks, and I send their monthly invoices from these projects each month. When I generate the invoice, I can select the billable hours for that month, which pulls in the description of those hours to the invoice. 

For larger projects that may span multiple months, I set up a new project under that same client so I can track that time/progress separately. At the end of the month, I go into any other open projects for that client, create an invoice to get the total amount due (then delete it) and add that time to the “Retainer” project as a new line item or sub-service. 

 

It’s kind of a pain, but it’s the best solution I’ve found for billing only for hours worked within a certain timeframe while maintaining documentation and progress for larger projects. 

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