Invoice Workflow

This guide walks through the full invoicing process in Meridian Track, from tracking time to collecting payment.

Step 1: Track Time for a Client

Before you can invoice, you need billable time entries associated with a client.

1. Start the timer or create a manual time entry.
2. Assign the entry to a project that belongs to the client you intend to invoice.
3. Make sure the entry is marked as billable. Billable status can be set when creating or editing an entry.
4. Add a description so the line item is clear on the invoice.

Repeat for all work you want to include. You can track time over multiple days and sessions — entries are accumulated and available for invoicing at any time.

Step 2: Create an Invoice

1. Navigate to the Invoices page from the sidebar.
2. Click Create Invoice.
3. Select the client to invoice.
4. Choose a date range to filter time entries, or select entries manually.
5. Review the list of billable time entries that will be included. Each entry shows the description, hours, rate, and line total.
6. Adjust the invoice number, due date, and any notes as needed.
7. Click Create to save the invoice.

The invoice total is calculated automatically from the included time entries, using each entry’s hourly rate and duration.

Step 3: Review and Send

1. Open the invoice from the Invoices list.
2. Review the line items, totals, and client details.
3. Download the invoice as a PDF for your records or to attach to an email.
4. Send the invoice to your client using your preferred method (email, client portal, etc.).

Step 4: Mark as Paid

Once payment is received:

1. Open the invoice.
2. Update the status to Paid.
3. The invoice moves to the paid section of your Invoices list for record keeping.

Tips

• Filter the Time Entries page by client and billable status to verify all work is captured before invoicing.
• Set your default hourly rate in Profile Settings to avoid entering it on every entry.
• Use project-level rates when different clients or projects have different billing rates.