Billing & Invoicing

Generate invoices from tracked work.

Approved hours and expenses, out the door cleanly.

01 · Invoices

Invoices built on approved hours

Pull billable time entries by person and project into an invoice with a click. Expenses attach with the right passthrough markup, and adjustments are tracked separately for full transparency.

Invoice builder
INV-2046 · Gridline Advisory P1
Source
Qty
Amount
Approved hours · 3 people
116.0h
$25,320.00
Expenses · passthrough +10%
4 items
$880.66
Adjustment · tracked separately
1
−$500.00
Invoice total
$0
Built from tracked work in one click Full transparency
02 · Letter-lock

Send once, audit forever

Once an invoice is issued, it's letter-locked. Further edits create adjustments with a reason — so the invoice you sent is always the invoice of record.

Audit trail
INV-2031 · issued Apr 11
Letter-locked at issue
The invoice you sent is the invoice of record.
Locked
Adjustment A-114 · +$1,200.00 — "client-approved scope addition"
Linked
Adjustment A-117 · −$350.00 — "courtesy discount, partner approval"
Linked
Original document unchanged · every edit has a reason
Send once, audit forever Locked 61 days ago
03 · Cash flow

Cash flow visibility, ledger in sync

Invoice status — draft, sent, paid, overdue — is tracked in one place. QuickBooks integration keeps your ledger and AR aging aligned without double entry.

Cash flow
Invoice lifecycle
QuickBooks
Invoice
Client
Amount
Status
INV-2046
Atlas Manufacturing
$25,700.66
Draft
INV-2041
Gridline Energy
$25,320.00
Sent
INV-2038
Keystone Health
$18,400.00
Paid
INV-2029
Northgate Retail
$9,750.00
Overdue 12d
AR aging aligned · no double entry QuickBooks in sync

Send invoices that close cleanly.

See Octayne's billing flow in a 20-minute demo.