Once your team has logged time against a project, Hubflo makes it straightforward to pull those hours into an invoice. This article walks you through the full flow.
This feature is available to owners and regular members. Limited members, contractors, and accountants cannot create invoices.
Before you start
Three things need to be true for a time entry to appear in the invoice Bill back step:
Billable is toggled on. Entries with Billable off won't appear, regardless of whether they're linked to a project.
The entry is linked to a project. Hubflo pulls time into invoices at the project level. If an entry isn't linked to a project, link it first via More > Time before invoicing.
The entry hasn't already been billed. Entries that have been marked as billed, either automatically through a previous invoice or manually, won't appear again.
Pull time entries into an invoice
Go to Billing > Invoices and create a new invoice or open an existing one.
Make sure the invoice is linked to the relevant project (Hubflo can only pull in entries tied to that specific project).
At the Lines step, find the Bill back section and click +Time.
Hubflo will pull in all unbilled time entries that are marked as billable and linked to that project.
Once the invoice is issued, all included entries are automatically marked as billed and won't appear in future Bill back.
Invoice only some entries this month
Hubflo pulls in all unbilled entries at once, there's no way to select individual entries in the Bill back step. If you want to hold some entries back for a future invoice:
Go to More > Time.
Find the entries you don't want to include in this invoice.
Click the ⋯ (three dots) menu next to the entry.
Select Mark as billed.
Those entries will be excluded from the current Bill back and flagged so they can't be pulled into a future invoice automatically. If you need to reverse this, go back to the same ⋯ menu and select No longer marked as billed.
Mark as billed is a status flag, it tells Hubflo that this time has been accounted for, it doesn't generate an invoice or add the entry to one.
💬 Need help? Chat with us directly in your Hubflo dashboard or email us at [email protected].