Time Tracking & Invoicing Checklist

Published {$created} by Viggo

Time tracking and invoicing go hand-in-hand, especially if you’re juggling multiple projects or working as a freelancer. It's about more than just knowing how you spend your day; it's about getting paid accurately and efficiently. This checklist breaks down the process, assuming you're relatively new to the concept or looking to streamline your existing workflow.

1. Set Up Your Time Tracking Foundation

• Choose Your Tool: Let's be honest, spreadsheets can work, but they lack automation. Consider a SaaS solution like Nureti. We offer quick registration with a stopwatch and calendar views for flexibility. Check out our features page https://nureti.com/features/ to see what fits your needs.
• Define Project & Task Structure: Clearly defining projects and tasks is crucial for accurate invoicing. Break down work into manageable chunks. Nureti lets you create unlimited projects and tasks to organize your time.
• Establish Your Rates: Know your hourly, daily, or project-based rates. Be realistic about your value. This is the foundation of your invoicing.
• Start Tracking Regularly: Consistency is key. Even 15 minutes of tracking per day is better than sporadic entries. Nureti’s one-click attendance makes it simple to start and stop tracking your time.

2. Configure Nureti for Seamless Invoicing

• Enable Registration Approvals (If Applicable): If you work in a team or need client approval before invoicing, set up registration approvals. This ensures accuracy and transparency.
• Create Invoice Templates: Nureti lets you create invoices directly from tracked time. You can customize these templates with your logo, contact information, and preferred payment terms. While we don't offer extensive accounting integrations yet, having invoice templates ready to go is a big time saver.
• Define Client Profiles: Storing client details within Nureti eliminates the need to re-enter information for each invoice.
• Explore Reporting Options: Nureti's advanced reporting features https://nureti.com/blog/quick-time-tracking-reports-dashboard/ let you analyze your time usage and identify areas for improvement. You can also export reports in CSV format for detailed record-keeping. This is great for identifying inconsistencies and verifying accuracy before invoicing.

3. Invoicing & Review

• Generate Invoices: Once a project is complete or at the end of a billing cycle, generate invoices directly from your tracked time within Nureti.
• Review & Verify: Always review the generated invoice. Double-check the hours logged against your project notes and client communication. Small errors can lead to disputes.
• Send & Track Payment: Send the invoice to your client and diligently track payment status. Many invoicing platforms offer automatic payment reminders, but a personal follow-up can be beneficial.
• Monitor EU Working Time Directive Compliance (If Applicable): If your business is subject to EU regulations, Nureti's compliance features https://nureti.com/eu-working-time-directive/ can help you stay compliant.