Billing that starts from the work, not a spreadsheet
Billing without the spreadsheet
The screen is called Invoices, and the document it produces for the customer is the bill. Until now most bills were written in a spreadsheet, and even when the arithmetic was right, which work became which amount lived only inside that file. The billing data structure was rebuilt so that the work you enter on the sheet becomes the amount, and the amount becomes the bill.
What is new
Billing built from work rows
- Work rows, rates by role, and annual operating contracts are handled directly on screen.
- A bill has many columns and was awkward on a narrow screen. A wide sheet drawer opens it for editing in one view.
- Four tabs by billing type keep the screen to the kind you are working on.
Double-billing blocked
- The same work cannot land on two bills. An item already billed will not go on another one.
- If there are work and hour records not yet reflected anywhere, a banner says so at the top of the screen.
The customer-facing document, redrawn
- The document the customer receives now uses the sheet layout.
- The basis for each figure, who worked on it, and how much of the contract has been consumed are printed on it, which cuts down the back-and-forth emails asking what a line means.
Connected to quotes, projects, and tickets
- An amount worked out as a quick quote converts into a bill. Room to adjust stays, but the confirmed figure is fixed on the document.
- Project details gained an invoice tab.
- A ticket leads straight into billing.
- On a maintenance contract, hours beyond the agreed baseline are shown on the bill alongside the rest.
Save as PDF and send
- Save the finished bill as a PDF and send it by email.
- Recipients are shown on screen for checking before anything goes out.