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Review eligible time before billing

Check the agreement, approval and existing invoice links before selecting unbilled work.

Before you start

You need access to time and billing records. Confirm the applicable project agreement, retainer or prepaid arrangement.

Time to billing

Bring reviewed work into the billing conversation.

  1. Dated time + agreement
    • Review together Approval and eligibility review
  2. Approval and eligibility review
    • Eligible Eligible billable unbilled time
    • Keep outside this billing action Pending, covered or already billed
  3. Eligible billable unbilled time
    • Prepare for review Invoice review
  4. Invoice review
  5. Pending, covered or already billed

Follow these steps

  1. Open the unbilled-time view and choose the relevant customer or project.
  2. Review each entry’s dates, duration and billable status.
  3. Check approval, coverage, corrections and existing invoice links.
  4. Select only eligible entries for the supported billing action.
  5. Inspect the resulting invoice and source links.
Current TerminalERP project workspace showing tasks, customer context and recorded work.
Keep project delivery, customer context and recorded work in one current workspace.
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Check the result

The invoice reflects the eligible work selected through the supported workflow. Entered hours and hours ready to bill can differ.

If you get stuck

Check pending approval, included retainer coverage, existing billing and project state before treating a missing entry as an error.

One thing to remember

Included-hours coverage and prepaid wallet money are separate arrangements. A crossing retainer entry must be split before submission.

Keep going

Still need a hand?

Tell us what you tried, what you expected and what happened. Keep passwords, API keys and private customer information out of your message.

Open a support ticket. Visitors without a workspace can contact us.

Still stuck?

Before contacting support:

  1. Confirm the workspace, record number, date range and status.
  2. Check your role permissions and the source document.
  3. Refresh once and search for the record before repeating a submission.
  4. Check the relevant guide for the next action; do not force a match, posting or approval.

If you still need help, include the page address, exact message, time, expected result and checks already completed. Never send passwords, API keys, payment-card details or provider secrets.

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