Projects, tasks and time tracking

Create billable task time on an invoice

Create billable task time on an invoice in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.

Pixie CRMTask guideUpdated 2026-10-26

Where to goInvoice → Billable Tasks / Project billing

Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.

What this helps you do

This guide shows the supported Pixie CRM route for create billable task time on an invoice, the values worth reviewing and the checks to make after the action.

Follow these steps

Open Invoice → Billable Tasks / Project billing in Pixie CRM.
Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
Review the controls that matter for this task: Customer and project, Billable tasks or time, Rate or billable amount, Target invoice.
Complete Create billable task time on an invoice using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
Save or submit the change and wait for the success or completed state before navigating away.
Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.

Fields and controls to review

Customer and project

Billable tasks or time

Rate or billable amount

Target invoice

Checks before you finish

Confirm customer/project relationship and responsible staff.
Use realistic dates and a clear owner.
Check client visibility before sharing files or notes.
Verify status, progress and activity after saving.

Permissions and record safety

Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.