Time-to-invoice billing in digital agencies involves collecting timesheets from billable staff, validating hours against project codes, and manually creating invoices in accounting software. Manual consolidation and data entry create delays, errors, and bottlenecks that push invoicing out by days.
Automation validates timesheets in real time, applies billing rates automatically, and generates invoices ready for review and send. the team moves from days to hours between period close and client delivery.
The full workflow, from trigger to completion.
On the last business day of each month, the automation checks for all submitted timesheets and begins processing.
The automation retrieves all approved timesheets, extracting hours, project codes, and team member names.
The automation checks project codes against a master list, applies hourly rates from the contract database, and flags any missing or invalid entries for human review.
The automation multiplies hours by rates, applies project-specific discounts, and calculates invoice totals.
The automation generates one invoice per client, populating line items, amounts, due dates, and payment terms from the validated data.
A message alerts the Finance Manager that invoices are ready for final review and approval before sending.
Once approved, the automation sends invoices email and logs the send date in the accounting system.
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