Phase 5 · Client Billing

Approved hours in. Invoices out.

Time and materials, fixed-bid milestones and retainers, built from approved timesheets and signed change requests. GST and multi-currency included, and synced to your accounting system.

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Client Billing/Invoices/INV-2026-0412
Ready to send
Bill to
Swiftline Logistics Pvt Ltd
GSTIN 07AAXCS4412M1Z8
T&MMilestoneRetainer
Backend development₹4,24,000
Flutter development₹2,63,700
QA engineering₹45,600
CR-011 Bulk order upload₹1,80,000
IGST 18%₹1,63,782
Total₹10,77,082
Built from 396.5 approved hours, 0 unapproved entries
3 billing models
T&M, fixed-bid milestones and retainers
GST ready
GSTIN, SAC codes, CGST, SGST and IGST
7 currencies
INR, USD, EUR, GBP, AED, SGD, AUD
Accounting sync
Zoho Books, Tally, QuickBooks, Xero
What you get

Everything in Client Billing

Time and materials

Approved hours times the right rate, grouped by role, person or task. Draft invoices are ready on the first working day of the month.

Fixed-bid milestones

Milestones carry an amount or a percentage of the contract. When the client accepts, the invoice is created.

Retainers

Monthly hour blocks with rollover and overage rules. The client sees hours used against the block.

Rate cards

Rates by role, by person or by client, with effective dates, so a mid-year rate change bills correctly.

GST compliant

GSTIN for both sides, place of supply, SAC codes and the right CGST, SGST or IGST split. Export invoices with LUT details.

Multi-currency

Bill international clients in their currency. Exchange rates are recorded on the invoice date for your books.

Send and track

Email invoices with a PDF and a payment link. See when they were opened and what is overdue.

Online payments

Accept payments through Razorpay or Stripe. Paid invoices are marked automatically.

Accounting sync

Invoices and payments sync to Zoho Books, Tally, QuickBooks or Xero, mapped to your ledgers.

How it runs

A week in Client Billing

  1. 1Month closes
    Timesheets for the month are approved and locked. Untagged hours were sorted earlier in the week.
  2. 2Drafts appear
    Draft T&M invoices are ready for every client, plus milestone and retainer invoices that came due.
  3. 3Finance reviews
    Finance checks each draft against the approved hours, adds signed change requests and adjusts if needed.
  4. 4Send and get paid
    Invoices go out with payment links. Payments sync to your books and Profit View updates.
Timesheets/Rohan Mehta/Week 45
Submitted
TaskMon 3Tue 4Wed 5Thu 6Fri 7Total
Route optimisation APILogistics AppBILLABLE6.05.57.06.04.028.5
Payment gateway webhookFintech WalletBILLABLE1.52.0-1.02.06.5
Sprint review and demoLogistics AppBILLABLE--1.0-1.52.5
Internal code reviewEngineeringNON-BILLABLE0.50.5-1.00.52.5
Day total8.08.08.08.08.040.0
Billable 37.5 h · Utilisation 94%Send back Approve
Built from the source

Every line traces to a timesheet.

When a client asks what an invoice line covers, open it and see the approved entries: who, when, which task and the note they wrote.

  • Optional timesheet annexure for the client
  • No unapproved hours on any invoice
  • Write-offs recorded with a reason

Works hand in hand with

Timesheets

Daily hours by task, with approvals

Change Requests

Scope changes with client sign-off

Profit View

Margins, utilisation and forecast

Final milestone

Every plan starts
with a signature.

Sign off on your own kickoff. Import a live project, invite the team, and watch the first timesheets turn into an invoice before the month closes.

Project charterAwaiting sign-off
Project
Your next client project
Kickoff
Today
Workspace
30 days free · up to 25 people
Go-live
The date you promised the client
Delivery head
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