Invoicing
Invoices raised against the stage, straight into cashflow.
Run the month’s billing from one screen: every project with unbilled hours, an invoice started from each row, billed by hours or by a share of the stage fee. Each invoice sits against its stage and lands in one list across your projects and in the company cashflow view.
Free plan: one project, one user. Current plan inclusions and terms are on the pricing page.
The problem
A profitable project can still run out of cash. When invoicing lives apart from the fee, nobody sees the claims that were never sent.
Run the month’s billing in one pass.
Pick the period, weekly, fortnightly, monthly or your own dates, and the bill run lists every project with unbilled hours in it: the hours, what they come to, when the project was last invoiced and whether it’s over budget. Skip a project, or start its invoice from the row.
Bill by hours, or by a share of the stage fee.
Bill by Hours fetches the period’s timesheet hours by stage and person at their billable rate; tick the lines you want and add them to the invoice. Bill by % of Phase claims a share of the stage fee instead. The bill run summary and the hours breakdown sit beside the invoice while you work.
Claim against the stage.
Every invoice is raised against a stage and its fee. The Fees tab shows what you’ve invoiced for each stage as a share of its fee, so a stage that’s behind on claims shows up while it still matters.
One cashflow view for the practice.
Invoices roll up into a cashflow summary across every project, month by month, with total revenue, expenses and profit or loss underneath. Revenue is what has been invoiced, paid or not; it isn’t cash in the bank.
The rest of it
Bill run
Weekly, fortnightly, monthly or custom dates. Every project with unbilled hours in the period, with Skip or Start invoice on each row.
Two ways to bill
Bill by hours fetched from timesheets for the period, or by a percentage of the stage fee.
Preview, send, record
Preview the invoice, save it as a draft, mark it as sent and record the payment, from one bar.
Claim by stage
Each invoice ties to the stage it bills, so every claim sits against the fee it draws on.
Share of fee invoiced
See what you’ve invoiced on a stage as a percentage of its fee.
GST on every line
Amount excluding GST, GST and total, on every invoice.
One list, every project
All invoices in one place, filtered by project or status.
Practice-wide cashflow
Revenue by project and month, less expenses, in one view.
Import, and Xero
Bring existing invoices in with Import. Push to Xero sits on each invoice; the connection isn’t shown here.
Bill the work while the cash still matters.
Free plan: one project, one user. Current plan inclusions and terms are on the pricing page.