Repeat billing
Bill a monthly service with a review step
Set up repeat service invoices, handle variable work and check delivery without treating the schedule as a payment processor.
The working library
Follow the work through to its records
Worked examples for milestone billing, recurring services, payments, purchases and accountant hand-off.
5 resources
Workflows
Worked examples for milestone billing, recurring services, payments, purchases and accountant hand-off.
Payments and corrections
Follow part payments and invoice corrections
Keep the invoice total, money received, credits and remaining balance clear without changing the issued original.
Agreed work
From agreed scope to a milestone invoice
Record a fixed-price agreement, approve completed milestones and prepare one invoice draft from the work.
Currencies
Invoice in more than one currency without hiding the amounts
Keep invoice, payment and purchase amounts in their original currency and prepare a clear hand-off for your accountant.
Purchases and hand-off
Keep a purchase and its receipt ready for your accountant
Enter supplier amounts, attach the evidence, review period checks and export a package your accountant can inspect.
A job can start with an agreement and end with an invoice, a payment and the records for your accountant. Follow each hand-off with worked amounts, review points and correction cases.
These workflows cover the released product. Preparing a draft, issuing a document, sending it and recording payment remain separate actions. For button-by-button procedures, open the linked manual.
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The manual covers installation, daily work and maintenance.
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