Billing

Billing picks up where the work leaves off. Only admins can take billing actions.

​

The one idea

A billing group gets one invoice per billing period. Not one per project, not one per service. Everything that group owes for that stretch of time is gathered onto one document, split into sections. If a client has monthly bookkeeping, is paying off an audit in installments, and had some advisory work this month, that is one invoice with three sections.

​

What happens, in five steps

​

Two rules worth knowing up front

• Nothing about money is ever deleted. Refunds, reversals, corrections, and credit notes all show up as new entries that point back at what they undo.
• Issued invoices don’t change. Once issued, an invoice has a permanent number and a frozen copy. Corrections happen through a credit note, not by editing it.

​

The two clocks

One clock decides when the work happens. A separate clock decides when you bill for it. They usually line up, and they’re allowed to differ. Both clocks count from the same shared periods. They just use them for different jobs. September’s work is all of September. If you also bill at the end of the month, the two clocks match and it’s one clean September bill. But say you bill on the 27th: work done on the 28th through the 30th is still September work, it just waits for the next bill. Or say you do bookkeeping monthly but invoice quarterly: each month is still its own project, and the quarterly invoice gathers all three, with a line for each.

​

The billing pages