Time tracking and invoicing at design studios requires manual entry, review, and consolidation across multiple tools and team members. Delays in capturing hours, reconciling missing entries, and verifying billable status create bottlenecks that slow invoicing and increase disputes.
Automation consolidates time entries by project, validates billable status against contracts, and prepares invoice line items automatically. The result is faster invoicing, fewer disputes, and more accurate billing records.
The full workflow, from trigger to completion.
Team member logs hours or project board. The automation platform detects the new entry and triggers the workflow.
Automation retrieves project code, client name, and billable rate and a rate card stored.
The automation reviews the project type, task category, and contract terms to confirm billable status and apply the correct rate. Flags any mismatches for manual review.
Automation consolidates all approved time entries for the same project and client into a single billable line item.
Automation creates a new invoice with the consolidated line items, billable hours, rates, and client details.
Automation generates a PDF invoice and sends it to the client with a standard payment terms message.
Automation updates the project record to mark hours as invoiced and logs the invoice number for audit.
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