Features / Invoicing

Time tracking and invoicing in one place

The hours are already in Punchly. Pick a client and a period, and the invoice is built from the billable time you tracked, with billable expenses too if you record them on the Pro plan. Send it as a PDF, record the payment when it arrives, and always know what is still owed.

Standard plan, $4 a person a month. 7-day free trial of the Pro plan’s features, no credit card needed.

Punchly invoices list with each invoice's client, amount, balance and status
From time to invoice

An invoice from tracked time in four steps

Create an invoice for a client. The number, issue date and due date are filled in for you.

Import the billable time and expenses for the projects and dates you choose.

Check the lines and add tax or a discount.

Send it by email with the PDF attached, or download the PDF.

Creating an invoice in Punchly for a client with its number, issue date and due date
No double billing

Bill exactly what was worked, never twice

Typing hours into an invoice by hand is where mistakes happen: a week forgotten, a week billed twice. Punchly brings in only billable work that has not been invoiced yet, and marks everything it imports as invoiced.

If you remove a line from an invoice, its hours become available to bill again. Nothing is lost and nothing is double counted.

An invoice in Punchly with lines for billable hours, tax, discount and total
Detail

Show the client as much detail as they want

Some clients want one line that says “Consulting, 42 hours”. Others want every entry with its date and description. Choose the layout when you import.

Single line: all hours as one item.

Grouped: hours combined by project, by person or by date.

Detailed: one line for each time entry, with the details you choose to show.

Rounded time if you bill in blocks.

Expenses included with one click (Pro plan).

Tax and wording

Tax, discount and your own wording

Each invoice can carry a discount and up to two taxes with your own labels, such as GST or VAT. Lines can be added by hand for fixed fees. The words printed on the PDF, such as “Bill to” and “Total”, can be changed to your own wording or language, and you can keep details for more than one company to bill from.

Sending

Send it, and chase it, from the same screen

Press Send and the invoice goes to the client’s email address with the PDF attached, using a message you wrote once as a template. Replies come back to you.

Punchly marks an invoice as overdue by itself once its due date passes, and a payment reminder is one click away.

Sending an invoice by email from Punchly, with the PDF attached
Payments

Record payments and see what is owed

When money arrives, record the payment with its date, amount and method. A part payment leaves the invoice partially paid, and the rest stays as a balance. The list totals what you have invoiced and what is still outstanding, so cash flow is not a guess.

Recurring invoice settings in Punchly: monthly, with each new invoice emailed to the client
Recurring

Recurring invoices for retainers

For a fixed fee billed regularly, set the invoice to repeat every week, two weeks or month. Punchly creates each new invoice with the next number and can email it to the client by itself.

Setup

Set it up once

Your company details, logo, numbering, default due date, taxes and email text are set once and used on every new invoice.

Numbering with your own prefix, and a year if you want one.

Who can manage invoices: owners and admins, plus the people you name.

QuickBooks Online: billable time can be sent on to QuickBooks.

Invoice settings in Punchly for numbering, company details, taxes and email text

Who it is for

Freelancers and consultants

Who bill by the hour and want the invoice ready at month end.

Agencies

Invoicing several clients from the same team’s time.

IT and professional service firms

Billing time and expenses together.

Anyone on a retainer

Who sends the same invoice every month.

Questions people ask

Something else on your mind? Our team answers from inside the app and by email.

The Standard plan, at $4 a person a month, including recurring invoices and sending by email. You can try it free for 7 days.

Yes. Choose the client, the projects and the dates, and Punchly adds the billable time as invoice lines at your rates.

No. Punchly sends the invoice and records the payments you receive. It does not collect money or process cards.

Yes. Each invoice can have up to two taxes with your own labels and rates.

Yes. Billable expenses for the period are added with one click. Expenses need the Pro plan.

Punchly marks imported time as invoiced and leaves it out of later invoices. Time billed elsewhere can be marked as invoiced by hand.

Yes. Make it recurring and Punchly creates it on schedule, and can email it to the client. A recurring invoice repeats the same lines; it does not pull in newly tracked time.

The workspace’s currency. Each workspace has one.

Yes. A sent invoice can still be edited. To cancel one, void it with a reason: its hours are released to bill again, and a void invoice can be reinstated. Its number stays in the series either way.

Send this month’s invoices from your tracked time

Start the free trial, track a few billable hours and turn them into your first invoice.