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Time Billing Workflow

Capture time entries, generate invoices, and manage accounts receivable.

Complexity: High | Duration: 15-30m | Category: Industry/Legal Services

Tags: time-billing invoicing receivables collections revenue

Workflow Diagram​

Steps​

Step 1: Capture time entries​

Capture time entries

Step 2: Review and edit time​

Review and edit time

Step 3: Apply billing rates​

Apply billing rates

Step 4: Generate draft invoices​

Generate draft invoices

Step 5: Review and approve invoices​

Review and approve invoices

Step 6: Apply client billing guideline​

Apply client billing guidelines

Step 7: Send invoices to clients​

Send invoices to clients

Step 8: Track receivables​

Track receivables

Step 9: Manage collections​

Manage collections

Step 10: Report on billing metrics​

Report on billing metrics

Usage​

To execute this workflow:

/workflow industry/legal-services/time-billing-workflow.workflow

See other workflows in this category for related automation patterns.