Generating customer invoices from project and hours is slow.
A good project-to-invoice flow pulls hours, costs and milestones from the project into a draft invoice. Only after approval does it go to the customer. Saves a lot of manual work in our experience.
Try this first
- 1Set the billing mode per project in your project tool: time and materials, fixed price by milestone, or subscription.
- 2Let the tool generate draft invoices weekly or monthly, not project by project.
- 3Add an approval step: project manager checks the draft, then it goes to the customer.
- 4Sync the final invoice to your bookkeeping via native link, not as a loose PDF export.
- 5Hold review day on Friday or start of month, otherwise aging creeps up and reminders become chaotic.
When to bring us in
If project-to-invoice flow gets stuck on rate structure or discount rules, we can co-design it.
See also
- Switching from Exact Online to Yuki, open items and history do not matchPackage migrations stumble on ledger mapping and open AR/AP. Without a mapping table you lose context.
- Twinfield to Exact, dimensions and cost centres go missingTwinfield uses dimensions, Exact uses cost centres and projects. The mapping is not one-to-one.
- Accountant asks for RGS mapping, your ledger does not follow RGSRGS is the Dutch standard chart that SBR filings and accountant software expect. Without mapping, every year-end is manual.
None of the above fits?
Describe your situation below. We pass your input plus the steps you already saw to our AI and return tailored next-step advice. If it's too risky to DIY, we'll say so.
Or skip the DIY entirely
Our Managed IT clients do not look these things up. One point of contact, a fixed monthly price, resolved within working hours.