Time tracking and invoicing for consulting firms
When a consultant bills by the hour, the invoice has to stand up to questions. Sumhour keeps a note and a rate on every entry, locks each week once it is approved, and turns the hours and expenses into an invoice with each line accounted for.
Every feature in every plan. 30 days free, no card.
An invoice with hours and a train ticket: 3,086.40
Fieldwork is billed by the hour at 125.00. This invoice covers November so far, and the train to the client workshop goes on it as its own line, with the receipt kept on the expense.
Rates are saved on each entry when it is logged, so a rate change later never rewrites this invoice’s hours.
| Design10:00 × 125.00 | 1,250.00 |
|---|---|
| Development14:00 × 125.00 | 1,750.00 |
| Train ticket21 Oct, with receipt | 86.40 |
| INV-1043 | 3,086.40 |
Demo workspace: Birch & Row Studio, USD
What you will use most
All of it is in every plan
- Time trackingRequired notes per project. At launch, meetings from your calendar become suggested entries.
- Timesheet approvalsA manager approves each week and it locks, so nobody edits hours under an invoice.
- InvoicingEstimates the client accepts online, then invoices from uninvoiced time and expenses.
- E-invoicingZUGFeRD and XRechnung files for clients in Germany, and a Peppol BIS 3.0 file.
Where Sumhour stops
- Sumhour has no trust accounting, conflict checks or matter management, so it is a poor fit for law firms.
- Peppol is a file you download today. Sending over the network waits on an access point.
Consultants: common questions
Can different consultants bill at different rates?
Yes. A rate can come from the project, the task or the person, and you can change a task’s rate for one project without touching the others.
Can I require a note on every time entry?
Yes. Turn on “Notes required on every entry” for the project. An entry without a note is flagged in the week and in the approvals list.
How do I send an estimate before the work starts?
Write an estimate the way you write an invoice and send it. The client accepts it online, and an accepted estimate can become the project.
Estimates in the guideAlso: creative agencies, marketing agencies, software studios.
