Stage-based invoicing ties billing to project milestones rather than a fixed schedule. Calculating percentages, checking fee agreements, and chasing approvals by hand introduces delay and error into every cycle.
An automated version detects stage completion, prepares the invoice, and routes it for approval without manual tracking. The result is faster billing and fewer errors between finished work and cash collected.
The full workflow, from trigger to completion.
The automation watches project status and fires the moment a billable stage is marked complete.
The automation checks the stored fee schedule and works out the exact billable amount for the stage.
A formatted invoice is generated automatically with the correct stage detail and amount.
The draft is emailed to the principal architect for review before it reaches the client.
If there's no response within 24 hours, a reminder is sent automatically to the principal.
Once approved, the invoice is emailed directly to the client's billing contact.
The stage is marked invoiced and the ledger entry is confirmed, closing the loop automatically.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
Other high-impact processes teams commonly map alongside this one.
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
Map This AutomationNo credit card required — it's free.