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Where each step happens ​

Your taskGo to
Gather field recordsTimesheets → Import
Check the week's workTimesheets → Review
Check charges and prepare a draftThe right Billing page
Review and approve the invoiceInvoices → All invoices
Create the invoice filesAll invoices → Invoice package
Track delivery and signed returnsInvoices → Delivery & signatures
Get the figures for manual entryAll invoices → QuickBooks worksheet

You can review a whole week first, then prepare invoices. You do not have to finish one invoice at a time as you check timesheets.

A collection can hold several weeks. A week can produce several invoices. The weekly review view does not decide invoice groups.

Storm work has an extra step: signed weekly support may be needed before you can prepare the final bill.

Practice guidance · No client data in this site · Checked October 14, 2026