Cone offers robust capabilities for managing hourly services, enabling you to efficiently bill clients based on time spent. This guide will walk you through how to set up, manage, and invoice for both fixed and variable hourly services within Cone
Creating hourly services
Go to the service management section in your Cone account. Here, you can create new hourly services
Choose to price the service based on per unit, and define the unit as hour
Set the hourly rate and, if desired, input a default value used for automated invoicing, so you don’t have to specify it each time.
Recurring services
If you wish to create a recurring hourly service, specify the recurrence frequency (e.g., monthly) and start billing on proposal acceptance
Actions for hourly services in proposals
Fixed hourly services
For fixed hourly services, you will know ahead how many hours will be billed each month
Enable the auto-invoicing feature to automatically generate invoices based on the agreed-upon hours and rate
After the proposal is accepted, invoices will be automatically generated based on the default hours
Variable hourly services
For variable hourly services, where the number of hours can fluctuate, you will need to disable auto-invoicing since exact hours are only known after the service is rendered
Upon completing the service, you'll need to manually update the number of hours worked
Cone will display the service in un-billed items under the
Overviewsection. You can select the service when ready to invoice and adjust the number of hours as needed before sending the invoice to the client
You can learn more about services here