Create billable entries from tracked sessions for billing
Create billable entries from tracked sessions for billing
Your tracked sessions often never become billable records, leaving client hours unbilled. The workflow creates practice time entries automatically so invoices include all work within minutes.
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Overview
When tracked sessions never reach billing, small practices lose billable hours and spend time reconciling statements. This flow records tracked sessions as practice-system time entries automatically so billing is accurate within minutes and invoices close on time.