Running HourToBill as a service, Invoicing Payments

HourToBill Agency Implementation, Productized Time Billing

Learn how to set up HourToBill as a white-label invoicing service for your agency clients, configure per-client hourly rates, automate invoice generation from tracked time entries, and build a recurring billing model around the timer and PDF invoice features. This course covers client onboarding, rate card management, branded invoice delivery, and CSV reporting workflows.

Open the decision record for HourToBill

What it commits you to

Published figures for this service. Blank fields are not published.

Monthly tool cost
Vendor cost: $8/month (hourly plan). Additional setup costs: Not published.
Time to first value
Not published (setup complexity: low, but no explicit duration).
Payback
Not modeled (client pricing, labor, usage, and overhead not supplied).
Guided implementation
8 hours

Assessment

The evidence supports a low-cost, simple tool for solo consultants and freelancers, but agency-specific ROI depends on internal labor costs and client pricing that are not provided.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • HourToBill subscription (flat fee, unlimited clients)
  • Client list with hourly rates
  • Payment processor integration (e.g., Stripe, PayPal) for pay links
  • Accounting software or CSV for export review

People and inputs

  • Agencies need a clear understanding of client billing requirements
  • Time to set up each client (low setup complexity, hours to get value)
  • Access to the dashboard for managing multiple clients

Included with the course

6 working documents for delivering this service.

  • HourToBill Client Onboarding Checklistchecklist
  • Hourly Rate Card Template by Service Typetemplate
  • Timer-to-Invoice SOP for Your Teamsop
  • Client Billing Workflow Setup Worksheetworksheet
  • CSV Export and Accounting Integration Guideguide
  • White-Label Invoice Branding Specificationstemplate

Listed by name. These documents are not yet published as individual downloads.