Is invoicing gated behind a higher tier?

There is no higher tier. One plan at $39 USD per team member per month, invoicing included, same as every other feature.

Can I customize invoice templates?

Yes. Add your logo, adjust colors, and customize the layout. Your invoices look like they came from your agency, not a SaaS tool.

Does Flowboard handle payments?

Flowboard integrates with Stripe for online payments. Clients can pay directly from the invoice in their portal.

Can I use my own invoicing tool instead?

Yes. You can export time entries and invoice data as CSV for use in any external invoicing tool. But most agencies find the built-in invoicing saves them the extra step.

What about taxes and currency?

You can set tax rates per invoice and support multiple currencies. Flowboard handles the math. You set the rules.

Invoicing

Turn tracked hours into invoices. One click.

No exporting to CSV. No copy-pasting into QuickBooks. Select the time entries, generate the invoice, send it. Done.

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Flowboard invoice detail showing line items auto-populated from tracked time entries

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Your invoicing workflow has six steps. It should have one.

The old way: export time entries from Harvest. Open QuickBooks. Manually create line items. Double-check the math. Format it. Send it. Repeat for every client, every month.

That's hours of admin work that nobody bills for. And every manual step is a chance to make a mistake: wrong rate, missing hours, duplicate entries.

There's a better way.

The Old Way

Export from time tracker: Download a CSV from Harvest or Toggl.
Open invoicing tool: Switch to QuickBooks, FreshBooks, or Xero.
Manually create line items: Copy-paste descriptions, hours, and rates. Pray you don't miss one.
Double-check the math: Because the spreadsheet rounding doesn't match the invoicing tool.
Email a PDF: Attach the invoice to an email. Hope the client doesn't lose it.

The Flowboard Way

Select time entries: Pick the hours you want to invoice. Filter by date, project, or client.
Generate invoice: One click. Line items are populated from your tracked hours and rates.
Review and send: Adjust anything you need. Send it. The client sees it in their portal.
Track payment status: See which invoices are paid, pending, or overdue, in one dashboard.
Client portal delivery: Clients view and download invoices from their portal. No email attachments.

Tracked hours become invoice line items. Automatically.

Select the time entries you want to bill. Click generate. Flowboard creates the invoice with line items already populated from your tracked hours and rates. Review, adjust if needed, send.

Flowboard invoice detail view showing line items generated from tracked time entries

Your client gets a clean invoice. You get paid faster.

Clients view and pay invoices directly from their portal: no email attachments, no lost PDFs. Track payment status from draft to paid in one dashboard.

Client Portal Invoice View

Frequently asked questions

Works great with

Time Tracking

Track time without thinking about it.

Project Management

Every project. One place. Zero chaos.

CRM

Win the deal. Start the project. Same platform.

Stop spending afternoons on invoice prep.

Tracked hours become line items in one click. Send invoices from the same platform where the work happens. Start your 14-day trial.

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