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Create Your First Invoice

Invoicing in Heyweek connects directly to the work you've already done, so you can bill tracked hours and expenses without copying numbers between tools. This g

Invoicing in Heyweek connects directly to the work you've already done, so you can bill tracked hours and expenses without copying numbers between tools. This guide walks you through picking a client, pulling in tracked time, building the invoice, reviewing it, sending it, and following the payment through to paid.

Pick a client

Every invoice is tied to the client you're billing, which is how billing details get filled in for you.

  1. Start a new invoice.
  2. Choose the client to bill from your clients list.
  3. Heyweek pulls in their billing information so you don't have to retype it.

Pull in tracked time and expenses

The hours you've logged are ready to bill, so billable work never slips through.

  1. Add tracked time for the project to the invoice as line items.
  2. Add any one-off charges or expenses you need to recover.
  3. Drop in saved articles (line items) for recurring services to save time.

Build the invoice

Shape the invoice so it reflects exactly what you're charging for.

  1. Review the line items and adjust units and prices as needed.
  2. Set the invoice and due dates.
  3. Add any custom fields your client expects, like a PO number or VAT reference.

You can save it as a draft at any point and keep editing later — Heyweek warns you about unsaved changes so nothing is lost.

Review and send

A quick check before sending keeps things professional.

  1. Confirm the client information, dates, and totals look right.
  2. Send the invoice by email straight from Heyweek.
  3. If you spot a mistake after sending, you can revert it back to a draft to correct it.

Track payment

Once it's out, follow the invoice without chasing spreadsheets.

  • Watch its status move through sent, waiting, partially paid, paid, or overdue.
  • Find any past invoice again in your History.
  • Invoice totals feed your cash flow and reports for a live view of revenue.

Next steps

  • Invoicing — the full reference for invoices, articles, and statuses.
  • Clients — manage the clients you bill.
  • Financial Workflow — keep invoicing on a healthy cadence.