How to Create Client Invoices Directly from Jira Worklogs

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Intro

For agencies and service companies, invoicing should be the easy part — but when your billable hours live in Jira and your invoicing is done elsewhere, it quickly becomes a manual, error-prone headache.

With Worklog360, you can set up your clients, billable rates, budgets, and instantly generate invoices directly from Jira worklogs — with full control and zero spreadsheet juggling.

Here’s the complete process.

Step-by-Step: Jira project invoicing in Worklog360

Step 1 – Add Your Organization Details

Before creating any invoices, enter your organization’s name, address, and other billing details. These will automatically appear on your invoices.

Step 2 – Create the Client

Add your client’s details — company name, billing address, contact person, and preferred currency.

Step 3 – Set Your Billable Rates in Advance

Worklog360 allows you to set billable rates at multiple levels:

• Site level – a default rate for everyone
  
  
• Person/role level – different rates per team member or role
  
  
• Project/client level – specific rates for certain projects or clients
  
  
• Project members level – different rates for different people in a project
  
  
• Worklog level – override rates for a specific time entry
  
  

Step 4 – Create and Link a Project Budget

Budgets help track financial performance over a set period.

• Define the budget amount
  
  
• Set a start and end date
  
  
• Link it to a Jira project and client
  
  

Worklog360 automatically assigns worklogs to the correct budget based on the Jira project and the worklog’s start date.

Step 5 – Log Time in Jira

When your team logs time against Jira issues:

• The correct billable rate is applied automatically
  
  
• The worklog is linked to the right budget
  
  
  

Step 6 – Review Budgets and Worklogs Before Invoicing

You can check budgets and their associated worklogs in the Time Explorer.
Need adjustments? Use Bulk Edit to add/remove worklogs from a budget before invoicing.

Step 7 – Create the Invoice

1. Go to the Budgets section.
   
   
2. Select the budget you want to invoice.
   
   
3. Choose which worklogs to include.
   
   
4. Decide on the invoice granularity (e.g., per worklog, per user, per issue).
   
   
5. Preview how the invoice will look.
   
   
   

Step 8 – Finalize and Mark Worklogs as Invoiced

Once the invoice is finalized:

• Worklogs are automatically marked as invoiced.
  
  
• You can easily track uninvoiced amounts and ensure no billable hour is missed.
  
  

Extra Tip for Service Companies

Keep your rates, budgets, and client details up to date — this ensures invoicing is a single-click process at the end of each billing cycle.

Conclusion & CTA

By setting up your clients, rates, and budgets in Worklog360, you turn Jira worklogs into ready-to-send invoices in minutes.
No exports. No manual math. No missed billable hours.

👉 Start your free trial of Worklog360 today and see how effortless Jira invoicing can be.