Fee invoicing for quantity surveying firms combines milestone tracking, logged time, and signed fee agreements into a client invoice. Manual handling creates delays between milestone completion and invoice delivery, and inconsistent follow-up on overdue accounts.
The automated version drafts invoices directly from project data, routes them for approval, and tracks payment status without manual monitoring. This shortens invoice turnaround and keeps receivables current with less oversight.
The full workflow, from trigger to completion.
Flags when logged time and disbursements against a project cross the agreed billing threshold.
Pulls time, disbursements, and the signed fee agreement to calculate the exact amount due.
Builds a line itemized draft invoice from the calculated figures.
Invoices above $5,000 route to the partner for a quick sign off before sending.
Approved invoices are emailed to the client's accounts payable contact PDF attached.
Checks the bank feed daily and matches incoming payments to open invoices.
Invoices unpaid seven days past due automatically trigger a reminder email to the client.
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Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
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