Billing
How to Generate Client Invoices
Move from completed shifts to invoice-ready output with less reconciliation delay and fewer client disputes.
Last updated February 2026
Step 1
1) Confirm billing inputs are approval-complete
- 1
Use only approved worked-time records as billing source.
- 2
Resolve unresolved exceptions before invoice generation.
- 3
Validate bill rates and client terms before run.
Step 2
2) Generate and review invoice batches
- 1
Run invoice workflows by billing period and customer profile.
- 2
Review charge-level details for large or high-variance clients.
- 3
Finalize and publish invoices with auditable source records.
Step 3
3) Track cycle time and dispute risk
- 1
Measure days from shift completion to invoice sent.
- 2
Flag recurring dispute categories for operational correction.
- 3
Use cycle metrics to improve cash conversion performance.
What's Next
Next Step
Book a billing workflow optimization walkthrough.
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