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The Invoicing Progress Bar is a handy visual tool available in the Invoices tab of any budget.

It provides a quick overview of the amounts available for invoicing and the current status of your invoices. ​ Here’s how it works! ​

The progress bar shows the budget amount available for invoicing. This is not the total budget but reflects the value based on logged time entries or other billable items. ​

For example, even if your budget total is $1,000, extensive time tracking might push the available invoicing amount to $20,000 (if your services are set up as Time and Materials).

The progress bar uses colors and labels to break down the invoiced amounts into specific statuses:

Draft: The total amount of invoices that are in "Draft" status.

Finalized: The total amount of invoices that are in "Finalized" status.

Remaining: Amount still available for invoicing.

- Draft: The total amount of invoices that are in "Draft" status.
- Finalized: The total amount of invoices that are in "Finalized" status.
- Remaining: Amount still available for invoicing.

Hovering over the progress bar provides additional details, including the exact amounts and the budget percentages associated with each status. ​

Draft Invoices When you create an invoice in draft status (e.g., for 20% of the budget), the progress bar updates instantly to reflect this amount. Draft invoices are clearly marked with their status and corresponding amounts. ​

Finalized Invoices Once you finalize an invoice, the status shifts on the progress bar. For instance, if you finalize an invoice for $400, this amount will appear under “Finalized” on the progress bar. ​

Over-Invoicing If you invoice beyond the available amount, the progress bar will display a negative remaining amount, indicating you’ve exceeded the budget. ​ For example, if your remaining amount for invoicing was $400 and you invoice for $500 (either by creating a draft or finalizing the invoice), the progress bar will show -$100 in the "Remaining amount" section. ​ ​

1. Draft Invoices When you create an invoice in draft status (e.g., for 20% of the budget), the progress bar updates instantly to reflect this amount. Draft invoices are clearly marked with their status and corresponding amounts. ​
 
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2. Finalized Invoices Once you finalize an invoice, the status shifts on the progress bar. For instance, if you finalize an invoice for $400, this amount will appear under “Finalized” on the progress bar. ​
 
 
3. Over-Invoicing If you invoice beyond the available amount, the progress bar will display a negative remaining amount, indicating you’ve exceeded the budget. ​ For example, if your remaining amount for invoicing was $400 and you invoice for $500 (either by creating a draft or finalizing the invoice), the progress bar will show -$100 in the "Remaining amount" section. ​ ​

The Invoicing Progress Bar simplifies tracking by visually displaying amounts and percentages for different invoice statuses.

It helps identify whether you're under, on track, or over-invoicing within the budget.

Over-invoicing is clearly marked, giving you full clarity on your budget status.

- The Invoicing Progress Bar simplifies tracking by visually displaying amounts and percentages for different invoice statuses.
- It helps identify whether you're under, on track, or over-invoicing within the budget.
- Over-invoicing is clearly marked, giving you full clarity on your budget status.

Learn how the Invoicing Progress Bar helps you track available budget amounts, invoice statuses, and remaining amounts visually.

Available Budget for Invoicing

Statuses in the Progress Bar

Creating and Updating Invoices

Key Takeaways