Time-to-invoice billing turns logged project hours and expenses into a client invoice after each milestone or period. Doing this by hand means re-checking timesheets, contract rates, and totals across separate systems, which delays billing and invites errors.
An automated version pulls hours and expenses, reconciles them against contract terms, and drafts an itemized invoice ready for approval. This shortens the billing cycle, reduces rework, and lets invoices go out the same day work is completed.
The full workflow, from trigger to completion.
Fires when a project milestone closes or the billing period ends with unbilled hours.
The reconciliation pulls hours and expenses from Excel, and checks both against contract rates.
The drafting builds a invoice with correct line items, rates, and totals.
Once approved, the delivery exports and emails the invoice to the client contact.
The tracker is updated automatically with the invoice number, amount, and status.
A confirmation message posts to the finance channel once the invoice is sent.
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