Guides · Billing
Billing
Money without a fee spreadsheet
Raise invoices on the engagement, record direct costs, and see margin — without a fee spreadsheet.
Invoice from the work
From an engagement (Billing tab or quick action) or Billing → New invoice, create an invoice linked to the client and engagement.
Outstanding balances appear on Home, the client page, and the engagements table.
Collect in the same place
When payment arrives, open the invoice and Record payment. Partial payments update status automatically.
Use Billing filters — Open, Overdue, Paid — instead of a separate fees tab in Excel.
Know which jobs make money
On the engagement Billing tab, record direct costs (travel, outsourced work, field allowances). Log time with a rate on Team & time when labour should count.
Open Billing → Margins for a rollup of open work. Practice overhead stays on Expenses without an engagement — it does not distort job margin.
The practice picture, not the company’s books
Invoices, receipts, job costs, and margin live here so you can run the practice without a fee spreadsheet.
VAT returns, PAYE, and a general ledger stay with your bookkeeper or KRA. Reports PDFs are the practice’s own copies of the month; CSV is for them if they still need a spreadsheet.