Time Tracking & Invoicing

If you track time, send invoices, or manage client expenses, you know the pain of juggling separate tools for project management and billing. CaseMgr brings them together. Track your hours and expenses right alongside your project notes, then generate polished invoices without ever leaving the platform.

Time Tracking That Lives Where You Work

CaseMgr’s time tracking is built directly into your cases. When you’re working on a client project, log your time in the same place where your notes, files, and tasks already live. No switching between apps, no forgetting to start a timer, no end-of-week scramble to reconstruct what you did.

Time entries capture duration, a description of the work performed, and the date. They’re tied to specific cases, so you always know which project or client the time belongs to. When it’s time to bill, everything is already organized.

Expense Tracking

Billable expenses are a reality for many freelancers and consultants — software licenses, travel costs, materials, subcontractor fees. CaseMgr lets you log expenses against cases with descriptions and amounts, keeping them organized alongside the related work. When you generate an invoice, expenses are ready to include without digging through receipts or spreadsheets.

Client Management

Every billing relationship starts with a client. CaseMgr’s client management keeps contact details, billing preferences, and rate information in one place. Link cases to clients, and all the time and expenses logged in those cases flow naturally into the invoicing process.

Whether you have three clients or thirty, you can see at a glance who has unbilled work, who has outstanding invoices, and where your revenue is coming from.

Invoice Creation

When it’s time to bill, CaseMgr pulls together your tracked time and expenses into a clean invoice. You control what’s included — select specific time entries and expenses, adjust descriptions for client-facing clarity, and review the totals before generating.

Key invoicing features include:

• Unbilled hours tracking — see exactly which time entries haven’t been invoiced yet, so nothing falls through the cracks
• Line item control — add, remove, or edit individual line items before finalizing
• Tax and discount support — apply rates as needed for your billing situation
• Invoice numbering — automatic sequential numbering to keep your records clean

Professional PDF Generation

CaseMgr generates invoices as polished PDF documents using LaTeX typesetting. This isn’t a basic HTML-to-PDF conversion — your invoices are properly typeset with clean layouts, precise alignment, and professional presentation that reflects well on your business.

Download the PDF, email it to your client, or keep it on file. Every generated invoice is stored in CaseMgr for your records, making it easy to reference past billing at any time.

Built for Independent Professionals

CaseMgr’s billing features are designed for the people who actually do the work: freelancers juggling multiple clients, consultants billing by the hour, and small agencies that need invoicing without enterprise overhead. It’s not an accounting platform — it’s the front end of your billing process, handling the parts that matter most: tracking the work, creating the invoice, and making sure you get paid for every hour.

And because billing lives inside the same tool where you manage your projects, there’s no sync to maintain, no data to export, and no context to reconstruct. The work and the billing are one continuous flow.