Time-to-invoice billing involves collecting timesheets, expenses, and project data from multiple systems, then manually calculating and entering invoice details into accounting software.
Automated billing retrieves approved timesheets and expenses automatically, calculates billable amounts without manual math, and generates invoices in the accounting system. Invoices are sent the same day or next day with near-zero error rates.
The full workflow, from trigger to completion.
Workflow is triggered when a project status changes to complete in the project management system or when a timesheet is approved by a manager.
Automation retrieves billable hours, hourly rates, project customer, and approved expenses from the project and time tracking systems.
Calculates total billable hours multiplied by rate, adds expenses, applies any standing discounts, and produces the invoice total.
Automation creates a new invoice with customer details, line items for hours and expenses, and the calculated total.
Invoice is flagged for the accountant to review for accuracy and compliance before sending. Review is a manual step that takes 10 to 15 minutes.
Once approved, automation sends the invoice to the customer with a standard cover note.
Automation logs the invoice, updates project status to billed, and sends a notification to the project manager.
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