Prepare the source entries
Invoice preparation works best when the client, project, task, duration, and description are already correct. Review the intended period before creating an invoice; otherwise the invoice will faithfully reproduce a confusing work record.
- 01
Review the time entries for the client and billing period.
- 02
Correct durations, context, and descriptions before using them for billing.
- 03
Open the invoice workflow if it is available in your workspace.
- 04
Follow the in-product prompts to associate the appropriate client and reviewed time with the billing record.
- 05
Review the resulting record before using any export, sending, or payment tool available to your workspace.
Keep the record ready for the next billing step
Ayron’s billing-ready workflow starts with clean tracked time. Available invoice actions can vary by workspace and release, so use the in-product labels and support guidance to confirm which next step—drafting, exporting, sending, or payment tracking—is available to you.