Project Billing Software for Agencies & Teams
Track every hour, expense, and milestone on your projects. Convert project data directly into accurate invoices. CloudBooks makes project billing effortless.
Bill Projects With Confidence
From project setup to final invoice, every billable detail is captured and converted to revenue.
Project-Based Billing
Organize work by project, track time and expenses per project, and generate project-specific invoices automatically.
Team Time Tracking
Every team member logs their hours against specific projects and tasks. Convert tracked time directly into invoice line items.
Milestone Billing
Bill clients at project milestones. Set up milestone-based payment schedules and invoice when each phase is complete.
Project Expense Tracking
Log expenses against projects and bill them back to clients with markup. Every dollar spent on a project is accounted for.
Profitability Reports
See which projects are profitable and which are losing money. Compare estimated vs actual time and expenses.
Team Collaboration
Multiple team members work on the same project. Everyone's time and expenses flow into one unified project view.
Budget Tracking
Set project budgets and track progress in real time. Get alerts when projects approach or exceed their budget.
Detailed Invoices
Generate itemized invoices showing every task, hour, and expense. Clients see exactly what they're paying for.
Time-to-Invoice Pipeline
Team members log time against project tasks. At billing time, select the unbilled hours, review, and generate an itemized invoice in one click. Every minute is accounted for.
- Per-task time logging
- Unbilled hours dashboard
- One-click invoice generation
- Detailed time breakdowns on invoices
Milestone Payment Schedules
Define project phases with payment amounts. When a milestone is reached, CloudBooks generates the corresponding invoice. Perfect for large projects with phased delivery.
- Custom milestone definitions
- Automatic milestone invoicing
- Progress-based billing
- Deposit and retainer support
Project Profitability Analysis
Know which projects make money and which don't. CloudBooks compares billed revenue against logged time and expenses to show true project profitability.
- Revenue vs cost tracking
- Time budget vs actual
- Expense tracking per project
- Profit margin calculations
Expense Markup and Rebilling
Track project expenses and pass them through to clients with optional markup. Receipts, software licenses, travel — every cost can be billed back.
- Attach expenses to projects
- Configurable markup percentages
- Receipt photo capture
- Expense approval workflows
Dedicated Project Billing vs General Tools
Why agencies and project-based businesses need specialized billing software.
| Feature | CloudBooks | General Invoicing | Project Management Only |
|---|---|---|---|
| Project time tracking | Built-in per task | Basic or add-on | Built-in |
| Time-to-invoice | One-click conversion | Manual creation | Not available |
| Milestone billing | Automated | Manual | Not available |
| Expense rebilling | With markup options | Basic | Not available |
| Profitability reports | Built-in | Not available | Basic |
| Team billing rates | Per-person rates | Single rate | Not applicable |
| Budget tracking | Real-time alerts | Not available | Built-in |
| Client portal | Included | Limited | Not available |
“Before CloudBooks, our agency leaked revenue on every project. Unbilled hours, forgotten expenses, misquoted milestones. Now every dollar is tracked and billed. Our revenue is up 18%.”
Frequently Asked Questions
Questions about project billing software.
Can I set different billing rates per team member?
How does milestone billing work?
Can I see if a project is profitable before it ends?
Can I bill expenses back to clients with markup?
Is CloudBooks good for agencies?
Can clients see project progress?
Ready to Get Paid Faster?
Join 30,000+ freelancers and small businesses who use CloudBooks to create invoices, track expenses, and manage their finances effortlessly.