How to create an invoice from a budget

This guide explains how to generate an invoice directly from a project or client budget in Worklog360 using billable Jira worklogs.

With Worklog360, invoicing happens where the work happens — in Jira — without spreadsheets, exports, or manual calculations.

Why invoice from a budget?

For agencies and service companies:

• Time is logged in Jira

• Rates vary by role, person, or project

• Budgets define what can be billed

A budget is the single source of truth that connects:
time → rates → money → invoice

Step-by-step: Jira project invoicing in Worklog360

Step 1: Add your organization details (one-time setup)

Before creating invoices:

1. Go to Worklog360 → Settings → Organization

2. Enter:

   • Company name

   • Address

   • Billing details

These details will automatically appear on all invoices.

Step 2: Create the client

1. Go to Worklog360 → Manage -> Clients

2. Add:

   • Client name

   • Billing address

   • Contact person

   • Currency

📌 Each invoice is always linked to a client.

Step 3: Set billable rates in advance

Worklog360 supports flexible, role-based rate management.

You can define billable rates at multiple levels:

• Site level – default rate

• Person / Role level – different rates per role or user

• Project / Client level – project-specific rates

• Project members level – different rates for people in the same project

• Worklog level – override rate for a specific entry

📌 When time is logged, the correct rate is applied automatically.

Step 4: Create and link a project budget

Budgets define what can be billed and over which period.

1. Go to Worklog360 → Budgets

2. Click Create Budget

3. Configure:

   • Budget name

   • Client

   • Jira project

   • Budget type (Time & Material or Retainer)

   • Amount (money or hours)

   • Start and end date

Worklog360 automatically assigns worklogs to the budget based on:

• Jira project

• Worklog start date

Step 5: Log time in Jira

When your team logs time using the Worklog360 Log Time form:

• Billable hours are applied (by default)

• The correct billable rate is attached

• The worklog is linked to the correct budget

📌 No manual tagging is required.

Step 6: Review budgets and worklogs before invoicing

Before creating an invoice, review your data:

• Open the budget to see:

  • Billable time

  • Consumed amount

  • Remaining budget

• Use Financials / Worklogs Administration to inspect individual entries

Need corrections?

• Use Bulk Edit to:

  • Add or remove worklogs

  • Adjust billable hours

  • Update rates or assignments

Step 7: Create the invoice from the budget

1. Go to Financials → Invoices

2. Click Create Invoice

3. Choose:

   1. Which client to invoice

   2. Which budget to invoice (Make sure you click calc to check and include missing worklogs and amounts)

   3. Invoice granularity:

      • Per worklog

      • Per user

      • Per issue

4. Preview the invoice

📌 The preview shows exactly how the invoice will look before finalizing.

Step 8: Finalize the invoice

Once the invoice is finalized:

• Included worklogs are automatically marked as Invoiced

• Invoiced and uninvoiced amounts are clearly tracked

• The same worklogs cannot be invoiced twice

After invoicing

You can now:

• Export or sync the invoice (depending on your setup)

• Track uninvoiced work

• Prepare the next billing cycle with confidence

Extra tip for service companies

💡 Keep rates, budgets, and client details up to date.
When everything is configured correctly, invoicing becomes a one-click step at the end of each period.

Summary

By setting up:

• Clients

• Role-based rates

• Project budgets

Worklog360 turns Jira worklogs into ready-to-send invoices in minutes.

No exports.
No manual math.
No missed billable hours.