Invoicing & Invoice Reports
Turn tracked time into client invoices without re-entering data. Create invoices from project tasks, send them directly to clients, mark payments, and report on outstanding and paid amounts — all in one place.
How it works
Create an invoice from tracked time
When creating a new invoice, you can customize the "From" name and select the corresponding project. Tail AI will surface the tasks associated with that project — along with the hours logged against them — so you can add them to the invoice directly. No manual re-entry required.
Send, edit, and mark as paid
Once an invoice is created, it appears on the Invoices page where you can review and edit it before sending. When the client pays, simply mark the invoice as paid to keep your records up to date.
Report on invoices
The Reports page includes an invoice list view where you can filter by paid or unpaid status and by value amounts. Use it to get a clear picture of outstanding revenue and billing history across all your clients and projects.
Where to find it
Invoices — Left navigation → Invoices. Create new invoices, review drafts, send to clients, and mark payments.
Invoice Reports — Left navigation → Reports → Invoice list. Filter by paid/unpaid status and value to analyze billing across projects and clients.