Billing
Bill the way you sell.
Time and materials, usage, milestones and retainers each bill from what was delivered. A billing run assembles the period's invoices as one reviewable batch, with the right tax on every line.
- Time and materialsApproved hours and expenses at agreed rates.
- UsageMetered units priced against the contract's rate card.
- MilestonesAn accepted milestone drafts its invoice.
- RetainersA scheduled fee with hours drawn against it.
What you get
Bill what was delivered
Hours, units, milestones and retainer fees flow into invoices from the records that prove them, not from a number typed at month end.
A run is a reviewable batch
The period's invoices are generated together, checked together and sent together, with exceptions listed at the top.
Tax and revenue follow
Each invoice line carries its place of supply, and each billed contract feeds the revenue schedule.
How it works
Four ways to bill, one run.
Pick a step to see it. The panel stays beside you while you read.
Start a run and every billable item due in the period becomes an invoice draft. Review them as a group, fix the exceptions, approve and send.
Billing run, September
Billable hours from approved timesheets and reimbursable expenses are pulled onto the draft at the rates agreed for each person or role.
Invoice draft, time and materials
- 38.5 hours at 150.00
- 5,775.00
- Reimbursable expenses
- 225.00
- HST at 13%
- 780.00
- Invoice total
- 6,780.00
Usage records arrive from your product or a connector, are priced against the contract's rate card and billed at the end of the period.
Invoice draft, usage
- 48,200 units at 0.025
- 1,205.00
- HST at 13%
- 156.65
- Invoice total
- 1,361.65
Mark a milestone accepted and its invoice is drafted for approval. The same acceptance can release revenue under the contract.
Project contract, 30,000.00
- Milestone 1 accepted10,000.00 invoicedDone
- Milestone 2 accepted10,000.00 plus HST 1,300.00 = 11,300.00Waiting
- Milestone 310,000.00 on acceptanceInfo
Bill a retainer on a schedule and draw the hours worked against it, so the client sees what was used and what remains.
Retainer, October
- Retainer fee
- 4,000.00
- 25.0 hours drawn at 150.00
- 3,750.00
- Remaining on the retainer
- 250.00
Approved invoices leave from your verified sending address with reminders and a payment link, and the receivable is on the books the moment they go.
After approval
- Invoice sentFrom billing@harbourline.caDone
- Reminder scheduledThree days before the due dateInfo
- Revenue schedule fedContract lines move to deferred or recognizedDone
Billing run, September
Invoice draft, time and materials
- 38.5 hours at 150.00
- 5,775.00
- Reimbursable expenses
- 225.00
- HST at 13%
- 780.00
- Invoice total
- 6,780.00
Invoice draft, usage
- 48,200 units at 0.025
- 1,205.00
- HST at 13%
- 156.65
- Invoice total
- 1,361.65
Project contract, 30,000.00
- Milestone 1 accepted10,000.00 invoicedDone
- Milestone 2 accepted10,000.00 plus HST 1,300.00 = 11,300.00Waiting
- Milestone 310,000.00 on acceptanceInfo
Retainer, October
- Retainer fee
- 4,000.00
- 25.0 hours drawn at 150.00
- 3,750.00
- Remaining on the retainer
- 250.00
After approval
- Invoice sentFrom billing@harbourline.caDone
- Reminder scheduledThree days before the due dateInfo
- Revenue schedule fedContract lines move to deferred or recognizedDone
Under the hood
From the work to the invoice.
Billing reads the records that prove the work and writes invoices into receivables. The run is the unit of review.
What was delivered
- Approved timesheets
- Usage records
- Accepted milestones
- Retainer schedules
Billing run
- Rate cards
- Draft invoices
- Exceptions list
Receivables
- Tax by place of supply
- Approval
- Send and remind
Books
- Accounts receivable
- Revenue schedule
- General ledger
Capabilities
Billing models
Time and materials
Approved hours and expenses at agreed rates.
Usage
Metered units priced against the contract's rate card.
Milestones
An accepted milestone drafts its invoice.
Retainers
A scheduled fee with hours drawn against it.
Billing run
A period's invoices generated, reviewed and sent as one batch.
Fixed schedules
Recurring invoices on the dates the contract sets.
Tax on every line
GST, HST, QST and PST by place of supply.
Unbilled receivable
Delivered but not yet billed, shown as a close task.
Keep going with the rest.
Accounts receivable
Invoices, collections and cash applied.
Learn moreRevenue recognition
ASPE 3400, IFRS 15 and ASC 606.
Learn moreTime
Timesheets approved and billed.
Learn more
Questions
Questions, answered.
Can I bill clients for time and expenses?
Yes. Approved timesheet hours and reimbursable expenses are pulled onto an invoice draft at the rate for each person or role, with the right sales tax on each line.
How does usage-based billing work?
Usage records arrive from your product or a connector. At the end of the period they are priced against the contract's rate card and drafted as an invoice in the billing run, ready for approval.
What is a billing run?
A batch of the period's invoices generated together. You review them as a group, fix the exceptions, approve and send, instead of creating each invoice by hand.
Does billing feed revenue recognition?
Yes. A billed contract line feeds the revenue schedule, so the move from deferred to recognized follows the contract and not the invoice date.
Bill your next period in one run.
Bring your billing models and we show the run they produce on a working ledger.