Invoice clients for billable project work
Bring invoice automation to project invoicing by generating an invoice in your invoicing software when work turns billable, emailing it to the client, and marking the item as invoiced.
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When an item in [project management tool] moves to a billable status, retrieve the item's client, scope, and amount details from [project management tool], create a matching invoice in [accounting/invoicing system], and download the invoice file from [accounting/invoicing system]. Then email the invoice to the client's billing contact via [email service, e.g. shared finance inbox] using a predefined template with the invoice file attached, and update the item's status to invoiced in [project management tool].
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Problem
Finance teams check the project tool for work marked billable, copy client, scope, and rate details into the accounting system to build each invoice, then email it to the client by hand. When status changes slip past the team, invoices go out late or not at all, delaying payment and introducing errors between project and billing records.
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Solution
When an item in the project tool moves to a billable status, the automation retrieves the item's client, scope, and amount details, creates a matching invoice in the accounting system, and downloads the invoice file. It then emails the invoice to the client's billing contact using a predefined template with the file attached, and updates the project item's status to invoiced.
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Impact
Every piece of billable work is invoiced and delivered to the client as soon as it is ready, so payment cycles start on time and project and billing records stay aligned.
Benefits
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Faster cash collection
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Reduced missed invoices
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Fewer data entry errors
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Reduced finance admin effort
Who is this for?
Success stories
Adapt at speed with visual-first automation and AI
Make drives efficiencies, solves problems, and speeds innovation by breaking down silos across your business.
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