Client Billing & Invoicing
Generate invoices from approved time with contract-based billing rules across fixed-fee, T&M, and retainer clients.
See moduleBILLING & FINANCE MANAGER · PROFESSIONAL SERVICES
Turn approved timesheets into invoices, without the month-end scramble
- Convert approved timesheets into invoices without manual reconstruction
- Bill fixed-fee, T&M, and retainer clients from the same platform
- See revenue recognition and margin per engagement in real time
- Handle multi-currency client billing without spreadsheet reconciliation
- Close the books faster with a full audit trail on every invoice
Free 15-day trial · No credit card · Free onboarding
Billing Dashboard
Live6
Invoices Pending
2 days
Time-to-Invoice
$412K
Revenue This Month
Meridian Retail
T&M · Ready to invoice
Norwood Partners
Retainer · Auto-scheduled
Halloway & Fitch
Fixed-fee · Milestone billed
THE WORKFLOW
From an approved timesheet to reconciled payment, automatically
1
Timesheet approved by the project manager
Once a PM approves a timesheet, it's automatically added to that client's next billing run.
Time Tracking & Timesheets2
Billing type applied per client contract
Fixed-fee, T&M, or retainer billing rules are already set on the client record - no manual selection.
Client Billing & Invoicing3
Multi-currency invoice generated
Invoices generate in the client's local currency, with tax handling applied automatically.
Client Billing & Invoicing4
Invoice sent through the client portal
Clients receive and approve the invoice in the same portal they use for project status.
Client Portal5
Payment reconciled automatically
Incoming payments match to the invoice they belong to without manual entry.
Client Billing & Invoicing6
Revenue recognized against the fee schedule
Revenue recognition follows each engagement's actual fee schedule, not a flat monthly assumption.
Reports & Analytics7
Month-end close from one ledger
Close pulls from one system instead of reconciling CRM, project, and accounting exports separately.
Reports & Analytics8
Every action logged on an audit trail
Every invoice creation, edit, and approval is timestamped and immutable.
Compliance & Audit TrailsWHERE BILLING ACCURACY BREAKS DOWN
Six places invoicing accuracy and speed quietly slip
PainReconstructing timesheets into invoices takes days at month-end.
SolutionApproved timesheets auto-populate the billing run.
PainFixed-fee, T&M, and retainer billing live in different processes.
SolutionAll three billing types run from the same platform.
PainMulti-currency invoices require manual FX reconciliation.
SolutionMulti-currency invoicing with automatic FX handling.
PainRevenue recognition is a manual spreadsheet exercise.
SolutionRevenue recognized automatically against each engagement's fee schedule.
PainPayment reconciliation is manual, invoice by invoice.
SolutionPayments auto-reconciled against the invoice they belong to.
PainInvoice history isn't easily auditable if questioned.
SolutionImmutable, timestamped audit trail on every invoice action.
2 days
Average time-to-invoice after approval
34%
Reduction in billing leakage
100%
Audit trail coverage on invoice actions
3×
Faster month-end close
MODULES USED
Built from the CrmLeaf modules billing managers use most
Time Tracking & Timesheets
Approved timesheets flow directly into billing runs so finance teams avoid month-end reconstruction work.
See moduleCompliance & Audit Trails
Every invoice action is timestamped for an immutable record of edits, approvals, and billing decisions.
See moduleReports & Analytics
Track revenue recognition, margin, and close-cycle metrics in one reporting layer tied to delivery data.
See moduleMonth-end close cut from 6 days to 2
“Billing used to start when the timesheet chase ended, usually five days into the month. Now approved hours flow straight into draft invoices, so we close in two days and have stopped writing off unbilled time - roughly $18K a quarter we were simply losing. Finance reviews invoices instead of building them.”
Questions billing and finance managers ask
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Start your 15-day free trial and turn approved time into invoiced revenue automatically.
Free 15-day trial · No credit card · Free onboarding