Before You Begin: Time Entry vs. Flat Invoice
When you open your invoices dashboard, you will see two different ways to input your data. It is important to choose the right one for your workflow:
Time Entry (Log Time): Use this for tracking. This tool allows you to record your hours day-by-day (e.g., "I worked 4 hours on Jan 22nd"). Think of this as your daily timesheet.
Flat Invoice (New Invoice): Use this for billing. This option is for when you are ready to request a payment immediately. You can enter a specific total amount (e.g., "$500 for Project X") or manually enter a total number of hours without logging them by date
1. Hourly Invoice
From your dashboard sidebar, navigate to the Time Entry section.
You will see a workspace with options to log time or create a new invoice directly.
2. Creating a Time Entry
On the New Time Entry creation card (right side of the screen), fill in the following details:
Set Your Rate: Enter your Hourly Rate or the total amount for the invoice. You can edit the rate and hours directly in the display fields.
Select Currency: Choose the payout currency (e.g., USD, EUR, GBP, CAD) from the dropdown menu.
Select Your Client: Click the "Client" dropdown and select the specific Team or Company you are billing (e.g., "Contractor Team").
Payment Reason: Choose a category for the work, such as "Contractor / Freelancer Services," "Reimbursement," or "Vendor / Supplier" payment.
Attach Receipts (Optional): If you are billing for expenses, you can drag and drop files or click to upload receipts in the designated box at the bottom of the card.
Action: Once the details are correct, click Send Invoice to issue it immediately, or Save draft to finish it later.
3. Flat Rate Invoice
If you are billing for a fixed project fee, a one-off task, or a stipend that isn't tied to specific hours, use the Flat Rate Invoice form located at the Payments tab.
4. Creating a Flat Invoice
Enter the Amount: Input the total monetary value for the invoice and ensure the correct currency (e.g., USD) is selected on the left.
Select Type & Reason: Choose the invoice Type and the Payment Reason (e.g., Contractor Services, Reimbursement) from the dropdown menus.
Choose Your Client: Select the specific Team or Company you are billing in the Client field.
Add a Description: Use the Description box to provide context for the payment (e.g., "Web Design Project Fee - Phase 1").
Attach Receipts (Optional): If this invoice includes expenses, you can drag and drop your files into the upload box at the bottom.
Send: Confirm the "Total amount" at the bottom is correct and click the purple Send Invoice button to submit it immediately
Tracking Your Invoices
After sending, you will be redirected to the Accounts Receivable page. (Located at the Payments tab)
Status Indicators: You can view the status of all invoices here. A success message ("Invoice created successfully") confirms your submission.
List View: This section lists all your invoices with details including "Payment From," "Role," "Amount," and current "Status" (e.g., Intent, Common).
If you don’t see your Invoice in here, make sure to select the date range accordingly in the “All filters” section.
Please note: The “Intent” description means the Invoice was created and sent. Only once your Payer accepts this invitation, the payment will be issued.
Managing and Canceling Invoices
If you made a mistake or need to withdraw a request:
Locate the invoice in the Accounts Receivable list.
Click the three-dot menu (...) on the right side of the invoice row.
Select Cancel invoice to remove it.
Viewing Invoice Details
To see the full details of a sent invoice:
Click on the invoice from the list.
This opens a detailed view showing the Invoice Number, Issue Date, Bill To/From addresses, and a breakdown of the line items and total balance due.
To save an individual Invoice as a PDF, view the invoice details and click the printer icon located on the same screen.
Exporting All Of Your Invoices
If you need a PDF record of your invoice history for your own accounting:
On the Accounts Receivable page, click the Export button in the top right corner (next to "New Invoice").
Select Export as PDF from the dropdown menu.
Confirmation: You will see a green notification confirming that the invoices will arrive via email shortly. Check your email inbox to download the file.
And that’s it! For more information on how to navigate your Rise Payee Account, check out our Help Center, and don’t hesitate to contact us at hello@riseworks.io if you have any questions.