Track client hours for invoicing

Log billable hours precisely for accurate client invoicing.

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About this course

 

Perfect your client billing process with our specialized training on precise time tracking and invoicing systems. Learn how to accurately log billable hours for different clients, projects, and tasks using Connecteam's advanced project management features. This course is essential for service-based businesses, consultants, and agencies who need to maintain detailed records for client billing.

Master the art of setting up client-specific time tracking codes, managing multiple projects simultaneously, and categorizing different types of work activities. You'll discover how to implement automated time capture systems that reduce manual entry errors and ensure no billable minute goes unrecorded. Our comprehensive training covers everything from basic time logging to advanced reporting techniques that streamline your invoicing workflow.

The course includes practical modules on generating detailed client reports, calculating project profitability, and creating professional invoices directly from time tracking data. You'll learn to handle complex scenarios such as different billing rates for various team members, expense tracking integration, and managing retainer agreements. We also cover best practices for maintaining transparency with clients through detailed time breakdowns and activity descriptions.

By completing this training, you'll be equipped to maximize revenue through accurate time tracking, reduce disputes with transparent billing practices, and significantly improve your invoicing efficiency and client satisfaction.

Curriculum

  • Section 1
  • Lesson 1
  • Last Lesson Experience

About this course

 

Perfect your client billing process with our specialized training on precise time tracking and invoicing systems. Learn how to accurately log billable hours for different clients, projects, and tasks using Connecteam's advanced project management features. This course is essential for service-based businesses, consultants, and agencies who need to maintain detailed records for client billing.

Master the art of setting up client-specific time tracking codes, managing multiple projects simultaneously, and categorizing different types of work activities. You'll discover how to implement automated time capture systems that reduce manual entry errors and ensure no billable minute goes unrecorded. Our comprehensive training covers everything from basic time logging to advanced reporting techniques that streamline your invoicing workflow.

The course includes practical modules on generating detailed client reports, calculating project profitability, and creating professional invoices directly from time tracking data. You'll learn to handle complex scenarios such as different billing rates for various team members, expense tracking integration, and managing retainer agreements. We also cover best practices for maintaining transparency with clients through detailed time breakdowns and activity descriptions.

By completing this training, you'll be equipped to maximize revenue through accurate time tracking, reduce disputes with transparent billing practices, and significantly improve your invoicing efficiency and client satisfaction.

Curriculum

  • Section 1
  • Lesson 1
  • Last Lesson Experience

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