Creating and sending invoices after project completion is manual and error-prone. Finance staff spend hours gathering hours, expenses, and rates from multiple systems, then manually calculating totals and entering data into the accounting system.
Automation pulls all billable data from the project and expense systems, calculates invoice amounts with discounts applied, and generates a formatted invoice ready for review and sending. the team reviews and sends in minutes instead of hours.
The full workflow, from trigger to completion.
A project status changes to complete, triggering the billing workflow.
The automation queries for project hours, expenses, and client billing rate, then retrieves timesheet data.
The automation applies the billing rate, adds expenses, and applies any discounts or retainer credits to produce the final billable amount.
The automation creates a new invoice with all line items, amounts, and client details populated automatically.
A finance manager reviews the generated invoice and approves it for sending, or flags it for manual correction if data is incomplete.
Once approved, the invoice is finalized and sent to the client automatically.
A notification is sent to the project team and finance channel confirming the invoice has been sent and billing is complete.
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