InvoiceQuickly + Asana: Invoice Clients from Completed Tasks
Track work in Asana, invoice through InvoiceQuickly. When tasks or projects are completed, generate invoices with task details already filled in — descriptions, time logged, and project context all carry over. No re-entering data.
How It Works
Connect Asana workspace
Link your Asana workspace to InvoiceQuickly and select which projects to sync.
Map task fields to invoice fields
Configure how Asana task names, custom fields, and time entries translate to invoice line items.
Mark tasks as billable
Tag tasks or sections as billable. When marked complete, they queue for invoicing.
Generate and send invoices
Review queued billable tasks, generate an invoice, and send — all from InvoiceQuickly.
Key Benefits
- Billable task tracking directly in Asana workflows
- Time entries convert to hourly line items automatically
- Project-based invoicing with all task details preserved
- No duplicate data entry between project management and invoicing
- Supports multiple projects and clients in one Asana workspace
Best For
- Agencies billing clients per project with task-level detail
- Consultants tracking billable hours in Asana and invoicing monthly
- Development teams using Asana sprints with per-sprint billing
Setting it up
Setup takes 5-15 minutes depending on whether you have an existing Asana account. Prerequisites: active Asana account with admin access, your InvoiceQuickly workspace, and the relevant API permissions or OAuth authorization. From Settings → Integrations → Asana, follow the connection flow (OAuth for most, API key for some specialized tools). The integration syncs bidirectionally where supported — invoice creation in one system reflects in the other. Initial setup includes mapping data fields between systems (customers, products, payment methods, tax codes).
Best practices
Define one source of truth for customer data
When you connect Asana, decide which system owns customer records. Most teams keep their primary CRM/ERP as the source of truth and let invoices sync into it. This prevents duplicate customer creation and reconciliation issues.
Test with a small batch before production rollout
Before syncing all historical data or going live for daily operations, test with 5-10 invoices to verify field mapping, tax handling, and payment workflow. Adjust configuration based on test results.
Reconcile sync status weekly
Network failures, OAuth expirations, and edge cases occasionally cause sync gaps. A weekly reconciliation (compare invoice counts in both systems) catches issues early before they accumulate.
Document the integration scope for your team
Write a brief internal doc (one page) covering: which workflows use the Asana integration, who owns reconciliation, what to do when sync fails. Reduces support overhead as the team grows.
Common issues
Sync stops after working initially
Most common cause: OAuth token expired (typically 60-100 days depending on the Asana platform). Reconnect via Settings → Integrations → Asana. Set a reminder to refresh authorization every 60 days for critical integrations.
Field mapping creates duplicate or missing data
During initial setup, the field mapping between Asana and InvoiceQuickly may not catch every edge case. Adjust mapping in Settings → Integrations → Asana → Field Mapping. Re-sync affected records after fixing.
Rate-limit errors during high-volume operations
Asana APIs typically allow 100-1000 calls per minute. Bulk operations (importing all customers, syncing 1000+ historical invoices) can hit rate limits. InvoiceQuickly handles backoff automatically; if you see persistent errors, retry during off-peak hours.
Last verified: April 2026
See How Much You Could Save
Use our ROI calculator to see exactly how much invoice automation could save your business each year.
Calculate Your SavingsFrequently Asked Questions
Does it work with Asana time tracking?
Yes. Time entries in Asana can be converted to hourly line items on invoices with configurable rates.
Can I invoice for a whole project at once?
Yes. Select an entire project and generate a summary invoice or a detailed invoice with each task as a line item.
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