How to bill your clients for unbilled work

Go to Payments in the sidebar. The Unbilled figure at the top shows everything that's been done but not yet put on an invoice, based on your billing day and mode.

Click the Unbilled stat card, or use the tabs, to see the detail. You can view it by Clients or by Services using the toggle above the list.

By default this only shows work that's actually due to be billed based on your billing day — anything dated after your cut-off is shown separately under Upcoming.

Use the client filter or the search box to narrow the list to a specific client, or leave it on All clients to work through everyone.

Select the walks or stays you want to bill for a client, or open the client and click New invoice, then pick the client from the list.

Items are grouped by month in chronological order, with a running total for each month and for the whole invoice.

Everything due is selected by default. Untick anything you don't want to include yet, or use Select all / Deselect all at the top of the list.

• Toggle "Include all not due yet" if you also want to bring in work dated after your billing cut-off.
• Each month has its own checkbox so you can include or exclude a whole month in one click.

Check the Issue date and Due date — these default to today and your standard payment terms — and add any Notes you want printed on the invoice.

Use the Show due date on this invoice toggle if you want to override your usual setting for just this invoice.

Click Create invoice. The invoice is created as a draft and you're taken to it, ready to review, send or download.

Go back to Payments and repeat the process for each client with unbilled work, or work through the Unbilled tab client by client until everyone is billed.