Create branded invoices in seconds, auto-populate line items from tracked time, and send directly to clients — all without leaving Builtomate. Whether you're billing for a photo session, a coaching package, a writing retainer, or a consulting project, Builtomate makes invoicing effortless for every type of freelancer.
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The Problem
Most freelancers deal with these frustrations every week. Invoicing & Billing in Builtomate fixes all three.
Building invoices in Word or Excel takes 30+ minutes and looks unprofessional compared to a properly formatted document
Clients pay late because the invoice got buried in an email thread or they're unsure how to pay
Hours tracked in one tool, invoiced in another — copy-paste errors cost you money every single billing cycle
Capabilities
Every tool you need for invoicing & billing, without the learning curve.
Pull all uninvoiced hours for a client directly into the invoice with one click. Rates calculated automatically — no math, no mistakes.
Send polished, branded invoices as PDFs directly from Builtomate. Your logo, your payment terms, your bank details — all in one place.
Mark invoices as sent, viewed, or paid. Record partial payments. Chase overdue invoices with a clear status dashboard — no more chasing in your head.
Workflow
Get up and running in minutes. No training needed.
Choose a client, set the due date and payment terms. Builtomate pre-fills your logo and contact details automatically.
Type line items manually or click "Import time entries" to pull all unbilled tracked hours for that client in one go.
Email the invoice as a PDF directly from Builtomate. Your client gets a clean, professional document — you get paid faster.
Built into Builtomate — no extra app, no integrations needed
Getting Started
Practical advice from freelancers who use Builtomate every day.
When creating an invoice, use the "Import time entries" button to pull all uninvoiced hours for that client automatically. This avoids manual line-item entry and ensures you never miss a billable session.
Always set Net 15 or Net 30 payment terms. Clients with a clear deadline pay significantly faster than those receiving invoices with no due date. Builtomate lets you set a default so you never forget.
Set up your branding in Settings once and it auto-applies to every invoice. Your logo, business name, address, and payment instructions appear consistently — projecting a more professional image.
The invoice notes field is underused. Add a short "Thank you for your business" message or a summary of work completed. This reduces questions and speeds up payment approval from client-side accounts teams.
After emailing an invoice, mark it as "Sent" in Builtomate. This starts your payment clock and keeps your dashboard accurate — you'll always know what's outstanding at a glance.
If a client pays a deposit, record it against the invoice immediately. Builtomate calculates the remaining balance and keeps the invoice open until fully settled — no separate spreadsheet needed.
FAQ
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Free plan included · No setup · Cancel anytime