The Invoicing Progress Bar is a visual tool available in two places:
Invoices tab of a budget – shows the breakdown for that specific budget.
Invoices tab of a project – sums all budgets linked to the selected project and shows invoice amounts in one consolidated view.
It provides a quick overview of the amounts available for invoicing and the current status of your invoices.
Available Budget for Invoicing
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).
Statuses in the Progress Bar
The progress bar visualizes four key figures:
Available for invoicing – the budget amount that can still be invoiced.
Draft – the total amount of invoices currently in draft status.
Finalized – the total amount of invoices that have been finalized.
Remaining (or exceeded) – the amount left to invoice, or a negative figure if you’ve gone over the budget.
Hovering over the progress bar provides additional details, including exact amounts and percentages for each status.
Creating and Updating Invoices
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.
Key Takeaways
The Invoicing Progress Bar is available both per budget and at the project level.
It displays amounts and percentages for available, draft, finalized, and remaining (or exceeded) invoice amounts.
It helps you quickly understand whether you’re under, on track, or over-invoicing.
Over-invoicing is clearly marked, giving you full clarity on your budget status.