Billing & Invoicing

Nymble handles both sides of an agency’s money: what clients owe you (receivables) and what you owe contractors and vendors (payables). Both are built from the same tracked time, so an hour a contractor logs shows up on their invoice to you and on your invoice to the client.

Receivables

Client invoices live under Financial Management > Receivables.

1. Create a receivable and pick the account and contract
2. Set the service period. The whole of the end date is included
3. Nymble pulls every billable time entry on that contract in the period and builds the line items
4. Choose how to group the lines: by task, by service, or by project
5. Add an adjustment line if you need one, then download the PDF

Rates come from the task rate if one is set, otherwise the contract service rate. Re-run Reconcile on an unpaid invoice to pick up time logged after it was created.

Payables

Contractor invoices live under Financial Management > Payables, and contractors see their own under My Invoices.

1. The contractor creates an invoice for a service period
2. Nymble pulls their time entries in that period and prices them: task rate, then contract service rate, then their default payable rate
3. The contractor sends it; you mark it approved and, later, paid

Employees on payroll do not get payables. Set each person’s status on System > Team Members.

Rates

Rates live under Financial Management > Rates. There are three layers, checked in this order:

• Task rate - a specific person on a specific task
• Contract service rate - the billable and payable rate for a service on a contract
• Default rate - each person’s default billable and payable rate on their team profile

All amounts are in your workspace currency.

Expenses

Record business expenses under Financial Management > Expenses with a vendor, category, date, and amount. Vendors and categories are yours to define. Expenses feed the year-to-date report widget alongside billable and payable totals.