Invoicing the way a firm bills: grouped by task, discounts and write-offs, and rate cards that know their dates
Billing is where a firm's judgment shows, so the invoice builder now bends to how firms really bill rather than forcing a single shape. Work groups by task by default, discounts and write-offs apply at the two moments a firm actually takes them, and when you want the raw material behind an invoice you can export every line to a spreadsheet in one step. The rates underneath are effective-dated, so scheduling a new rate never disturbs work already done, and each engagement can carry the rate and discount profile you agreed at quote time, so the bill matches the deal.
An invoice built the way you bill
Work groups by task, and the numbers add up the way a firm presents them.
- →Invoices group by task by default, with project, task, and subtotal lines, so a client reads the bill the way the work was actually organized.
- →Discounts and write-offs apply at the two moments they happen, at the line as you build and against work in progress, so a courtesy or a write-down lands where it belongs instead of being forced into one place.
- →Fixed-fee and retainer amounts are their own line type, kept separate from hourly time, so a flat fee never reads as zero hours.
A raw export for your own spreadsheet
When you want the detail behind an invoice, it comes out clean.
- →Export the full underlying billing detail to a spreadsheet in one step, every line laid out in columns, so the numbers you already trust in a spreadsheet are one export away.
- →The export mirrors the way the invoice was assembled, so what you see on the bill and what you get in the sheet always agree.
Rate cards that know their dates
Rates are effective-dated, so a change applies forward and never rewrites the past.
- →Rate cards are effective-dated: schedule a new rate ahead of a date and it applies from that date forward, while work already done keeps the rate it was done under.
- →Effective-dated rate cards are the single source the platform quotes and bills from, so a rate lives in one place instead of drifting across the app.
A rate and discount profile per engagement
The deal you set at quote time follows the engagement through to the bill.
- →Set a rate and discount profile on an engagement at quote time, so the terms you agreed are the terms that bill.
- →The profile carries through work in progress and into the invoice, so the bill matches the quote without re-entering anything.
Fixes & improvements
- •Invoice line-item amounts are handled to the exact dollar throughout the builder and the export, so what you type is what stores and what prints.
- •Fixed-fee and retainer lines are added as their own kind, so a flat fee no longer buckets as an hourly entry with zero hours.