Creating and sending invoices manually is slow and error-prone, especially when billing rules vary by client and retainer credits must be applied.
Automation extracts billable hours, applies the correct client rates and billing rules, calculates invoice amounts with retainer credits, and creates invoices in the accounting system.
The full workflow, from trigger to completion.
Automation is triggered when the billing cycle date arrives or when timesheets are marked approved in the source system.
The automation pulls billable hours from the timesheet system and retrieves client billing rules, rates, and contact details.
The automation applies rates, discounts, and retainer credits to the extracted hours and generates line items with totals.
The calculated invoice is automatically created with client details, line items, amounts, and due date.
The invoice is exported and sent automatically to the client email address with a standard message.
Invoice details are logged to a tracking sheet and a notification is sent to the finance team for visibility.
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