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Time Tracking and Invoicing Integration

Connecting time tracking to invoicing eliminates the friction between logging work and billing clients. When developers track time on tasks, that data should flow directly into invoices—no spreadsheets, no copy-pasting, no lost billable hours.

Time-to-Invoice Workflow

StepActionResult
1Track time on tasksHours logged with context
2Review unbilled timeFilter by project, date, team
3Create invoiceAdd time entries as line items
4Send to clientProfessional invoice with details
5Mark as billedPrevent duplicate billing

Tracking Time on Tasks

TIME TRACKING IN GitScrum
═════════════════════════

LOGGING HOURS ON A TASK:
─────────────────────────────────────
Task Detail View → Time Tracking Section
├── Click "Log Time"
├── Enter hours worked
├── Select date
├── Add optional description
└── Save entry

TIME ENTRY DETAILS:
─────────────────────────────────────
┌─────────────────────────────────────────────────┐
│ Log Time                                        │
├─────────────────────────────────────────────────┤
│                                                 │
│ Hours:       [2.5        ]                      │
│ Date:        [Dec 15, 2024 ▼]                   │
│ Description: [API integration work        ]     │
│                                                 │
│ [Cancel]                          [Save Entry]  │
└─────────────────────────────────────────────────┘

WHAT'S CAPTURED:
─────────────────────────────────────
For each time entry:
├── Hours (decimal or h:mm)
├── Date worked
├── Task reference
├── Project context
├── Team member
├── Description (optional)
└── Billing status

Viewing Time Reports

TIME TRACKING REPORTS
═════════════════════

FILTERING OPTIONS:
─────────────────────────────────────
Reports → Time Tracking
├── Date range: [Last 30 days ▼]
├── Project: [All projects ▼]
├── Team member: [All members ▼]
├── Billing status: [Unbilled ▼]
└── [Apply filters]

TIME REPORT VIEW:
─────────────────────────────────────
┌─────────────────────────────────────────────────────────────┐
│ Time Report - December 2024                                 │
├─────────────────────────────────────────────────────────────┤
│ Filter: Acme Corp | All members | Unbilled                  │
├─────────────────────────────────────────────────────────────┤
│                                                             │
│ DATE       TASK                  MEMBER    HOURS   STATUS   │
│ ────────────────────────────────────────────────────────── │
│ Dec 15     API integration       John       2.5    Unbilled │
│ Dec 14     Bug fix login         Sarah      1.0    Unbilled │
│ Dec 14     Dashboard design      John       3.0    Unbilled │
│ Dec 13     Database migration    Mike       4.5    Unbilled │
│ Dec 12     Code review           Sarah      2.0    Unbilled │
│                                                             │
│ TOTAL UNBILLED: 13.0 hours                                  │
│                                                             │
└─────────────────────────────────────────────────────────────┘

Creating Invoices from Time Entries

INVOICE CREATION WORKFLOW
═════════════════════════

STEP 1: START NEW INVOICE
─────────────────────────────────────
Invoices → Create Invoice
├── Select client
├── Invoice number (auto-generated)
├── Invoice date
├── Due date
└── Payment terms

STEP 2: ADD TIME ENTRIES
─────────────────────────────────────
In invoice editor:
├── Click "Add from Time Tracking"
├── Filter by date range, project, member
├── Select entries to add
├── Time converts to line items
└── Hours × Rate = Amount

ADDING TIME TO INVOICE:
─────────────────────────────────────
┌─────────────────────────────────────────────────────────────┐
│ Add Time Entries                                            │
├─────────────────────────────────────────────────────────────┤
│ Project: [Acme Dashboard ▼]   Date: [Dec 1-15 ▼]           │
├─────────────────────────────────────────────────────────────┤
│                                                             │
│ ☑ Dec 15 - API integration (John)           2.5h   $250.00 │
│ ☑ Dec 14 - Bug fix login (Sarah)            1.0h   $100.00 │
│ ☑ Dec 14 - Dashboard design (John)          3.0h   $300.00 │
│ ☐ Dec 13 - Database migration (Mike)        4.5h   $450.00 │
│ ☑ Dec 12 - Code review (Sarah)              2.0h   $200.00 │
│                                                             │
│ Selected: 8.5 hours                         Total: $850.00  │
│                                                             │
│ [Cancel]                              [Add to Invoice]      │
└─────────────────────────────────────────────────────────────┘

STEP 3: REVIEW LINE ITEMS
─────────────────────────────────────
Invoice with time entries:
├── Each entry becomes a line item
├── Edit descriptions if needed
├── Adjust rates if required
├── Add non-time items (expenses, fixed fees)
└── Review totals

Invoice Preview

COMPLETED INVOICE
═════════════════

┌─────────────────────────────────────────────────────────────┐
│                                                             │
│  YOUR COMPANY                           INVOICE #INV-2024-047│
│  123 Tech Street                                            │
│  San Francisco, CA                      Date: Dec 16, 2024  │
│                                         Due: Jan 15, 2025   │
│                                                             │
│  BILL TO:                                                   │
│  Acme Corporation                                           │
│  456 Business Ave                                           │
│  New York, NY                                               │
│                                                             │
├─────────────────────────────────────────────────────────────┤
│  DESCRIPTION                      QTY    RATE     AMOUNT    │
│  ───────────────────────────────────────────────────────── │
│  API integration work (Dec 15)    2.5    $100     $250.00   │
│  Login bug fix (Dec 14)           1.0    $100     $100.00   │
│  Dashboard design (Dec 14)        3.0    $100     $300.00   │
│  Code review (Dec 12)             2.0    $100     $200.00   │
│                                                             │
│  ───────────────────────────────────────────────────────── │
│                                         Subtotal: $850.00   │
│                                         Tax (0%): $0.00     │
│                                                             │
│                                         TOTAL: $850.00      │
│                                                             │
├─────────────────────────────────────────────────────────────┤
│  Payment Terms: Net 30                                      │
│  Notes: Thank you for your business!                        │
│                                                             │
└─────────────────────────────────────────────────────────────┘

Setting Hourly Rates

RATE CONFIGURATION
══════════════════

PROJECT-LEVEL RATES:
─────────────────────────────────────
Project Settings → Billing
├── Default hourly rate: $100
├── Currency: USD
└── Tax settings

TEAM MEMBER RATES:
─────────────────────────────────────
Settings → Team → Member Profile
├── Member hourly rate
├── Override project default
└── Effective date

RATE HIERARCHY:
─────────────────────────────────────
When calculating invoice amounts:

1. Check member-specific rate
   ↓ (if not set)
2. Check project rate
   ↓ (if not set)
3. Use organization default

EXAMPLE:
─────────────────────────────────────
Project: Acme Dashboard ($100/hr default)
├── John (Developer): uses project rate → $100/hr
├── Sarah (Senior Dev): custom rate → $150/hr
└── Mike (Contractor): custom rate → $125/hr

Result: Each person's time calculates at their rate

Preventing Duplicate Billing

BILLING STATUS TRACKING
═══════════════════════

TIME ENTRY STATES:
─────────────────────────────────────
┌─────────────────────┐
│ Unbilled            │  →  Available for invoicing
├─────────────────────┤
│ Invoiced            │  →  Added to invoice (Draft)
├─────────────────────┤
│ Billed              │  →  Invoice sent to client
├─────────────────────┤
│ Paid                │  →  Payment received
└─────────────────────┘

AUTOMATIC STATUS UPDATES:
─────────────────────────────────────
Time entry logged           → Unbilled
Added to invoice draft      → Invoiced
Invoice sent                → Billed
Payment recorded            → Paid

FILTERING BY STATUS:
─────────────────────────────────────
When adding time to invoice:
├── Only "Unbilled" entries shown
├── Already invoiced entries hidden
├── Prevents accidental duplicate billing
└── Clear audit trail

VISUAL INDICATORS:
─────────────────────────────────────
In time reports:
├── 🔵 Unbilled - Available
├── 🟡 Invoiced - In draft invoice
├── 🟢 Billed - Sent to client
└── ✓ Paid - Payment received

Integration with External Systems

EXTERNAL INVOICING TOOLS
════════════════════════

EXPORT OPTIONS:
─────────────────────────────────────
If using external invoicing:
├── Export time report (CSV/Excel)
├── Filter by billing status
├── Import into QuickBooks, Xero, etc.
└── Mark as billed in GitScrum

ZAPIER/PABBLY INTEGRATION:
─────────────────────────────────────
Automate with triggers:
├── New time entry → Add to spreadsheet
├── Invoice created → Notify accounting
├── Payment received → Update CRM
└── 3000+ app connections

API ACCESS:
─────────────────────────────────────
For custom integrations:
├── Time entries endpoint
├── Invoices endpoint
├── Webhooks for events
└── Full API documentation

Reporting and Analytics

BILLING ANALYTICS
═════════════════

REVENUE DASHBOARD:
─────────────────────────────────────
┌─────────────────────────────────────────────────┐
│ Billing Overview - Q4 2024                      │
├─────────────────────────────────────────────────┤
│                                                 │
│ Total Hours Logged:     842                     │
│ Billable Hours:         756                     │
│ Utilization Rate:       89.8%                   │
│                                                 │
│ Invoiced:              $72,400                  │
│ Collected:             $65,200                  │
│ Outstanding:           $7,200                   │
│                                                 │
└─────────────────────────────────────────────────┘

BY PROJECT:
─────────────────────────────────────
┌─────────────────────────────────────────────────┐
│ Project          Hours    Billed    Outstanding │
│ ─────────────────────────────────────────────── │
│ Acme Dashboard   245      $24,500   $2,100     │
│ Beta Platform    189      $18,900   $0         │
│ Client Portal    322      $29,000   $5,100     │
└─────────────────────────────────────────────────┘

BY TEAM MEMBER:
─────────────────────────────────────
┌─────────────────────────────────────────────────┐
│ Member     Hours    Rate      Revenue           │
│ ─────────────────────────────────────────────── │
│ John       312      $100      $31,200           │
│ Sarah      278      $150      $41,700           │
│ Mike       166      $125      $20,750           │
└─────────────────────────────────────────────────┘

Implementation Steps

SETUP GUIDE
═══════════

STEP 1: CONFIGURE RATES
─────────────────────────────────────
Settings → Billing
├── Set organization default rate
├── Configure currency
├── Set payment terms
└── Add tax settings if applicable

STEP 2: SET PROJECT RATES
─────────────────────────────────────
For each client project:
├── Project Settings → Billing
├── Set project-specific rate (or use default)
├── Configure client information
└── Set invoice prefix

STEP 3: CONFIGURE TEAM RATES
─────────────────────────────────────
For variable pricing:
├── Settings → Team → Members
├── Set individual rates where needed
├── Document effective dates
└── Communicate to team

STEP 4: TRAIN THE TEAM
─────────────────────────────────────
Share with team:
├── How to log time on tasks
├── Required description detail
├── Billing expectations
└── Non-billable vs billable work

STEP 5: ESTABLISH BILLING WORKFLOW
─────────────────────────────────────
Define process:
├── Billing frequency (weekly/monthly)
├── Review before invoicing
├── Invoice approval workflow
└── Payment follow-up

Best Practices

  1. Log time daily - Capture accurate hours before forgetting details
  2. Add descriptions - Include enough context for clear invoice line items
  3. Set rates upfront - Configure pricing before starting work
  4. Review before billing - Verify hours with team before invoicing
  5. Invoice regularly - Bill consistently (weekly or bi-weekly)
  6. Track utilization - Monitor billable vs non-billable ratio
  7. Use consistent descriptions - Client-friendly task descriptions
  8. Export for records - Keep backups of billing data