Invoicing.
A QuickBooks invoice from a company's tracked time: AI writes the lines, you review, the branded email goes from your Gmail.
Live simulation · What your team sees
Every client, lead and number shown is illustrative.
Work › Invoicing › Halcyon Labs
New invoice
Oct 1 – 15
Billing window
40h
Target
40.5h
Ticked
$4,050
Total
Line
Hours
Amount
Status
Data import — finished and checked
Task ID: 86b1x · Data import
12h
$1,200
TickedRetainer dashboard — first release
Task ID: 86b1y · Retainer dashboard
18h
$1,800
TickedWeekly check-ins (2)
Task ID: 86b1z · Weekly check-in
1.5h
$150
TickedBoard deck numbers
Oldest unbilled task
9h
$900
Added by Fillinvoice 1042 created in QuickBooks — emailed to Mike from your Gmail
How it works.
Pick the company
Its next invoice dates, hours target and the tasks worked in that window come up ticked.
AI writes the lines
Each task gets a short title and a one-line description you can edit, then Create makes it in QuickBooks.
Send and follow it
A branded email from your Gmail with the PDF and a View-and-pay button; every open and click is recorded.
What you get
- Dates and hours target from the company's billing cycle
- Fill to a target with whole tasks, oldest first
- Hourly or retainer layout, PO number included
- Automatic invoices drafted a day ahead — nothing sends until you approve
- See when it was emailed, opened and its pay link clicked
More in running the work.
All features →Tasks
Every task across every client: numbers you can click, charts that filter, time and cost on every row, and four ways to look at it.
Task page
Any ClickUp record in full — every field editable, linked records clickable, without opening ClickUp.
Planner
Each person's day hour by hour: meetings from the calendar, tasks fitted into the gaps, biggest clients first.