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Billing & Invoicing Automation
Professional service billing isn't a single invoice template — it's time entries, retainer draws, milestone payments, and expense pass-throughs, often billed differently for every client. We build the logic that handles all of it correctly.
What we build
- Time & expense capture: Staff log billable hours and expenses against engagements, with approval routing before anything hits an invoice.
- Retainer & milestone logic: Automatic draws against retainers, milestone-triggered invoices, and proration rules configured per client contract.
- Accounting sync: Two-way sync with QuickBooks or Xero so your books and your platform never drift apart.
- Client-facing invoices: Delivered through the portal with online payment, so clients pay without a phone call to accounts receivable.
Implementation scope
Billing systems are built on top of Stripe or your existing merchant processor for payment collection, with a rules engine that encodes each client's specific billing terms. We migrate historical invoice data so your reporting doesn't have a gap on launch day.