Basic Invoicing

Professional Invoices from Tracked Hours, Built Inside Tolmete

Tolmete Basic Invoicing helps service companies create invoices from tracked hours directly inside the platform where work is already logged. Select a client, choose a project and billing period, set rates, and send a professional PDF invoice — without moving data into another tool.

Tolmete invoicing integrations preview — AI mitigation plan generated from tracked hours

The Problem

Manual Invoicing Slows Down Billing and Creates Room for Errors

Most service companies already have the data they need before billing begins: tracked hours, project context, activity types, and client details. The gap arises when that data must be exported, cleaned, and rebuilt in another tool before the client can be billed.

Tolmete removes that handoff with a built-in invoice builder that works directly from project time logs. Teams can move from logged work to a sent invoice without exports or reformatting.

From Project Hours to a Sent Invoice

Every hour logged in Tolmete is already structured by project, activity, and contributor. The builder reads that structure and converts it into activity-based line items, so the billing data is ready before the invoice is opened.

1. User Opens Basic Invoicing in Tolmete

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Tolmete basic invoicing — invoices start screen with create invoice and accounting sync

See How Hours Become
Invoices Inside Tolmete

Watch the invoice builder pull project hours, group them by activity, and generate a client-ready PDF, without a single export or spreadsheet.

See It in Action

How It Works

How Tolmete Creates Invoices from Time Tracking Data

Basic Invoicing keeps the billing workflow close to actual delivery. Instead of treating tracked hours as raw data that needs to be exported and rebuilt elsewhere, Tolmete uses project time logs as the starting point for a client-ready invoice.

1. Select Project and Period

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Choose the client, project, and billing date range. Tolmete automatically pulls the relevant time logs, so invoice preparation starts without exports or manual reformatting.

Tolmete basic invoicing — select client, project, and billing period

Key Capabilities

Everything Needed to Invoice Clients
Without a Separate Tool

Keep your billing workflow inside the workspace where project hours are already tracked. By using logged work as the source for every invoice, Tolmete reduces manual data entry, duplicate work, and extra billing admin.

Line Items from Time Logs

Tolmete groups tracked hours by Activity Tag and prepares invoice line items for review, so billing data is already structured before editing begins.

Flexible Rate Editing

Set hourly rates per Activity Tag, adjust line items, remove entries, or add new ones before sending. The real-time invoice preview updates as changes are made.

Real-Time Totals

Tax and discount fields update subtotals and final totals as invoice details change, so teams can review the numbers before sending without manual recalculation.

PDF Export and Email Delivery

Download a professional PDF invoice or send it directly from Tolmete. Email invoice delivery includes CC recipient support for teams that need additional stakeholders copied.

Everything Clients Need to Understand What They Are Paying For

Each invoice built in Tolmete gives clients a clear, professional view of the work billed. The structure answers the questions clients usually ask: what was done, how much time it took, what rate applied, and what the total comes to.

Sender and Client Details

Tolmete uses your organization’s billing information and saved client details from the client catalog, so teams do not re-enter the same data every billing cycle.

Activity-Based Services

Each service line shows the Activity Tag, hourly rate, total hours, and subtotal, giving clients a clear view of how billed work is structured.

Clean Financial Summary

Subtotal, tax, discount, and final total appear in a single clear summary, so clients can understand the amount due and how it was calculated.

Invoice Number and Due Date

Each invoice includes a unique invoice number and optional due date. If no number is entered manually, Tolmete generates one automatically.

See How Hours Become Invoices Inside Tolmete

Watch the invoice builder pull project hours, group them by activity, and generate a client-ready PDF, without a single export or spreadsheet.

See It in Action

Built for Lightweight Billing

Invoice Without Adding
Another Tool to Your Stack

Basic Invoicing is built directly into Tolmete for service companies that need a straightforward way to invoice clients from tracked project hours. The billing workflow stays in the same workspace where hours are already logged, without a separate invoicing tool, complex setup, or extra subscription.

01.

Tracked Work Becomes Invoice Data

Project hours, client details, and activity data are already structured inside Tolmete. The invoice builder reads that data directly, so billing starts where the work ends.

02.

One Tool for Time Tracking and Billing

Basic Invoicing eliminates the handoff between tracking work and billing. Hours, rates, and client details stay in one place from the first log to the sent invoice.

03.

Professional Invoices Every Billing Cycle

Every invoice follows the same structure, creating a clean PDF that clients can review and approve with confidence.

Client catalog with saved billing details

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Tolmete invoice builder — client catalog with saved billing details
See the Invoice Builder

Why Tolmete is Different

Manual Invoicing vs. Tolmete's Built-In Invoice Builder

Manual invoicing treats every billing cycle as a separate project. Tolmete keeps billing within the same workspace where hours are already tracked, so the data does not have to move before the invoice is built.

Without Tolmete

Manual Invoicing

  • Hours must be exported, cleaned, and reformatted before billing
  • Invoices are built manually in spreadsheets or separate tools
  • Time logs are disconnected from invoice line items
  • Tax, discounts, and totals are calculated by hand
  • Invoice formatting varies by template or team member
  • Client billing details are re-entered every billing cycle
  • Invoices are attached and sent manually by email

With Tolmete

Tolmete Invoice Builder

  • Hours are pulled directly from project time logs
  • Invoices are created inside the platform where work is tracked
  • Activity-based line items are generated from logged hours
  • Tax and discount fields update totals in real time
  • Every invoice follows a consistent professional layout
  • Client billing details are reused from the client catalog
  • Email invoice delivery happens directly from Tolmete

Traditional reports tell clients what happened after someone spends time building them. Tolmete gives clients a transparent, up-to-date reporting view when they need it.

Get Paid FasterWithout Building Invoices by Hand

Every billing cycle starts with data that is already in Tolmete: tracked hours, saved client details, and structured activity logs. The invoice builder uses that data to create a professional PDF invoice in minutes, ready to send without leaving the platform.

FAQ

Frequently Asked Questions

Everything you need to know about Tolmete.

Basic Invoicing is Tolmete’s built-in invoice builder for service companies. It helps teams create invoices from tracked hours and send them directly from the same workspace where project activity is already recorded.
No. Basic Invoicing is a lightweight solution for service businesses that want to invoice clients without a separate billing tool or full accounting platform. For complex accounting needs, teams can connect tools like QuickBooks or Zoho Books via Tolmete’s invoicing integrations.
Tolmete helps generate invoices from time tracking data, grouping tracked hours by Activity Tag for the selected project and date range. Those grouped hours become activity-based line items that users can edit, remove, or add to before sending.
Yes. Each Activity Tag line item can have its own hourly rate, so teams can invoice clients from project hours at different rates for Development, QA, Project Management, Design, and other services.
Yes. Tax and discount support is built in. Both fields are optional and percentage-based, and Tolmete automatically recalculates invoice totals as part of a consistent time tracking and invoicing workflow.
Client billing details are stored in the client catalog inside Tolmete. Once saved, they can be reused across invoices and projects without re-entry.