Billing

From quote to bill, with payment follow-ups flagged for your team

You load in the job request, the job notes, your rate card, the client terms and the payments received.

Bring a real case →See the line
Hand drawn: one desk billing jobs by hand today. A tall pile of rate sheets, quotes and job notes, with the Rulefinch finch looking on from the top; job notes propped against a laptop to be typed again into an invoice; a sticky note and a box of materials fallen to the floor, left off; and a pinned list of unpaid invoices with rows crossed out, beside a desk phone and a tray of envelopes.
Today, by hand

  • Typed again

    Each quote is built by hand, then keyed again into an invoice.

  • Easy to slip

    The invoice can carry a wrong rate, or leave off an extra visit or the materials used.

  • Held in one head

    Which invoices are unpaid, and on what terms, lives with one person.

How it works

Down the line, step by step

Each step is held to the rules your team approved.

  1. Step 1: Loaded inThe job request, the job notes, your rate card, the client terms and the payments received.
  2. Step 2: Your rules appliedEach quote and invoice draft is checked against the rules your team set.
  3. Step 3: Under your controlReview the results, resolve flagged questions, and approve changes to your rules.
  4. Step 4: Ready for your teamInvoice draft prepared to your rules, ready for your team to review and use.

Rulefinch prepares the work. Your team sends it. Sending and collecting stay with your team.

The finished job

What comes off the line

Example only, not real data

Client job, from quote to bill, ready for your team

1 to follow up
Quote draft
From your rate card
Invoice lines
From the accepted quote
Due date
From the client terms
Extra visit
Not on the accepted quote, held for follow up
Unpaid invoice
Flagged for your team when the due date passes

Your team follows up on the extra visit and on each unpaid invoice, and sends the invoice.

Held to your rules

  • Quotes follow your rate card
  • Invoice lines match the accepted quote
  • Due dates follow the client terms
  • Work outside the quote goes to your team
  • Unpaid invoices are flagged for your team
Hand drawn: the job notes, your rate card and the client terms arrive as files and become a quote draft, ticked once accepted. The quote leads to the invoice draft on a laptop, where the Rulefinch finch ticks each line and one line is flagged for follow up. The draft waits in a tray for your team.

Bring a job, from quote to bill, and see the drafts it becomes

We set up the rules with you, your team approves them, and you see the finished job.

A redacted or sample copy of a real case is fine.

Bring a real case →