Paymo Timesheet-to-Invoice Conversion

Overview

Paymo's project management and invoicing integration allows seamless conversion of timesheets into invoices, ensuring every billable hour tracked is easily converted to client billing without manual data transfer.

How It Works

1. Track time on projects and tasks in Paymo
2. Mark time entries as billable
3. Navigate to invoicing module
4. Select client and date range
5. System pulls all billable time automatically
6. Review and customize invoice
7. Send directly to client from Paymo

Key Features

Automatic Time Pull: All billable hours auto-populated to invoice

Customizable Templates: Professional invoice designs

Multiple Currencies: Bill clients in their local currency

Tax Handling: Add appropriate taxes automatically

Recurring Invoices: Set up automatic billing for retainers

Online Payments: Accept payments through integrations

Invoice Tracking: Monitor sent, viewed, and paid status

Benefits

Zero Data Re-Entry: Time tracked = invoice items automatically

Accuracy: Eliminate manual transcription errors

Speed: Generate invoices in minutes, not hours

Completeness: No billable hours forgotten or missed

Professionalism: Clean, consistent client-facing invoices

Integration Advantages

Vs. separate time tracking and invoicing tools:

• No export/import between systems
• Single source of truth for time data
• Consistent project/client organization
• Unified reporting on revenue and time
• Simpler tool stack

Use Cases

Freelancers: Bill multiple clients from tracked time

Agencies: Generate client invoices from team timesheets

Consultants: Convert billable hours to professional invoices

Service Businesses: Track and bill simultaneously

Pricing Context

Included in Paymo plans starting at $9.90/user/month (or $5.90 annual), making professional time-to-invoice workflow accessible to small businesses and freelancers.

Typical Workflow

Week 1-4: Team tracks time on client projects

Month End: PM reviews billable vs. non-billable time

Invoice Creation: Pull all billable time with one click

Review: Adjust rates, add expenses if needed

Send: Email invoice directly to client

Track: Monitor payment status

Record: Mark paid when client remits

Report Integration

Invoices connect to reporting for:

• Revenue by client
• Billing vs. actual time
• Project profitability
• Payment aging
• Cash flow forecasting

The timesheet-to-invoice conversion eliminates one of the most time-consuming aspects of client billing for service businesses, ensuring efficient and accurate invoicing while maintaining focus on billable work.