Ready to invoice gathers every unbilled hour and approved reimbursable expense, from every project, into one list. Pick what’s ready and Workroom drafts one invoice per project. Anything you choose not to bill leaves with a reason, so you always know what you gave away.
for a draft invoice on each project, with nothing sent
30 / 60
days, when an item turns amber and then red
0
hours quietly dropped because nobody set a rate
One draft per project
Pick what’s ready. Workroom drafts the invoices.
Select across as many projects as you like and Workroom creates one draft invoice for each, or adds the items to a draft you already started, chosen project by project. Nothing is sent from here. You review and send from Invoices.
Select across projects, then generate every draft at once
Add to an existing draft instead of starting a new one
Leave part of a project behind and Workroom offers to add the rest
Each hour is priced from the project’s rate, the studio’s service rate or the person’s own billable rate, and the source sits right under the amount. Time logged with no rate at all is never dropped from the list: it’s flagged, left out of the totals, and one click from being fixed.
Write it off, on the record
Decide not to bill it, and say why
Sometimes the right call is not to charge. Write it off with one of four reasons: goodwill, our error, out of scope, or covered by the fixed fee. Nothing is deleted. The hours stay costed against the project, so profitability and the Live Project Audit still see them.
The person whose hours they were sees their billable share change
A running total of what’s been written off so far
An optional note, for whoever reads the audit six months from now
The Written off tab totals what the studio decided not to charge, names the biggest reason, and calls out how much was our own error. It’s the conversation about pricing and process you can finally have with numbers.
Each role, its own view
Project managers see their jobs. Designers see nothing.
Owners and bookkeepers select, draft, write off and set rates. A project manager sees only their own projects, read-only, so they can chase what’s missing without touching the invoice. Designers never see the page. Anything a role can’t use is removed, never grayed out.
The connected record
It reads the work, so nobody retypes it
Straight from time and expenses
Billable hours from time tracking and approved reimbursable expenses arrive on their own. There’s nothing to import.
Drafts land in Invoices
Every draft opens in Invoices, where you review the lines and send. The item shows which draft it’s on until the invoice goes out.
Profitability keeps counting
Written-off hours stay costed, so project profitability shows what a job really took, not just what was billed.
Hold it for later
Not ready to bill this phase yet? Hold items for 30 or 60 days or until a date you pick, and they come back to the list on their own.
Search by project or client
Type a project or a client and filter to just their work, then narrow by time or expenses and a date range.
Old work stands out
Anything unbilled for more than 30 days turns amber, and red after 60, so the oldest money is the first thing you see.
Questions we hear
Ready to invoice, specifically answered
Does Ready to invoice send invoices to clients?
No. It creates draft invoices, one per project, or adds items to a draft you already have. You review and send them from Invoices.
What happens to time logged without a rate?
It stays on the list, marked No rate, and is left out of the totals so nothing is billed at zero. Set the rate and it’s ready to invoice like everything else.
Does writing something off delete it?
No. Written-off hours stay on the project and stay costed, so profitability and the Live Project Audit still see them. The Written off tab keeps every decision with its reason.
Who on my team can see it?
Owners and bookkeepers can act on it. Project managers see their own projects, read-only. Designers don’t see the page at all.
How are fixed-fee projects handled?
Fixed-fee projects are marked on every row, and “Covered by the fixed fee” is its own write-off reason, so hours the fee already paid for are recorded honestly rather than billed twice.
See it on your own projects
Find the hours you forgot to bill
We’ll open Ready to invoice on a real studio’s work and turn a month of unbilled time into drafts in one click.
