Creating Invoices

From tracked time to invoice

Select a client and a date range, and Traceback pre-fills an invoice from the tracked time entries and expenses in that range. Everything remains manually editable before you send it.

Tax and currency

Tax rates resolve automatically at country + state/province granularity. Each client can have a default currency, and the exchange rate is snapshotted the moment the invoice is issued so historical invoices never change value.

Quotes and orders

Before invoicing, you can send a quote for approval, and convert an approved quote into an order and later an invoice — the amounts and tax snapshot carry over automatically.