Fanurio Review 2026: Features, Pricing, and Alternatives

Boost Your Billing Efficiency with Fanurio: Tips & Tricks

1. Set up projects and clients consistently

• Create client profiles with full contact, billing address, tax ID, default invoice terms.
• Use project templates for recurring project types (e.g., hourly support, fixed-price retainer) so tasks, rates, and billing settings are consistent.

2. Choose and apply accurate rate structures

• Define rates per person and per project (hourly, fixed, or blended).
• Use rate rules for different tasks or tiers (e.g., development vs. consultation) to avoid manual adjustments.

3. Track time precisely

• Use the built-in timer for each task and project; stop/start per task to avoid merging work.
• Add quick manual entries for offline work with clear descriptions and tags.
• Review and edit daily to ensure times are complete and accurate before invoices.

4. Leverage tasks, tags, and notes

• Break work into tasks tied to billing categories to simplify reporting and invoicing.
• Use tags for internal billing flags (e.g., “billable”, “non-billable”, “expense-reimbursable”).
• Add client-facing notes on entries that should appear on invoices, and internal notes for audits.

5. Automate invoice creation and delivery

• Create invoice templates with your logo, payment terms, and tax settings.
• Batch invoices for multiple projects or clients to save time.
• Use default payment terms and reminders so unpaid invoices are followed up automatically.

6. Handle expenses and reimbursements cleanly

• Record expenses within projects, attaching receipts.
• Mark expenses as billable when appropriate and include them on client invoices.
• Use separate expense line types for taxes or reimbursements if needed.

7. Reconcile payments and track aging

• Mark invoices as paid immediately when you receive payment; record partial payments.
• Run an accounts receivable aging report weekly and export for follow-up.
• Match payments to bank records during regular reconciliations.

8. Use reports to find inefficiencies

• Run time-by-task and time-by-user reports to spot low-efficiency tasks or scope creep.
• Generate revenue reports per client/project to prioritize high-value work.
• Export data for deeper analysis in spreadsheets when needed.

9. Maintain clean data hygiene

• Archive completed projects and close inactive clients to reduce clutter.
• Standardize naming conventions for projects, tasks, and expenses to improve search and reporting.
• Regularly back up data and verify backups.

10. Billing policies and client communication

• Set clear billing policies (e.g., invoice frequency, late fees, payment methods) and add them to contracts and invoice footers.
• Include concise invoice descriptions so clients understand charges and pay faster.
• Send a friendly reminder schedule automatically or manually before/after due dates.

Quick checklist before sending invoices

• Timesheet reviewed and approved
• Expenses attached and marked billable
• Correct rates applied
• Invoice template and tax details correct
• Payment terms and contact info present