Design-partner scenario

A software and services agency that bills from timesheets

Fixed-price projects, monthly retainers and two currencies — with profit by client visible while projects are still running.

Illustrative company built from our industry kits — not a customer. Results and quotes appear only in approved customer stories.

The challenge

Timesheets were chased every Friday and retyped into invoices, so milestones were billed weeks late.
Nobody knew which retainers actually made money until the year-end accounts arrived.
VAT returns were rebuilt by hand from a spreadsheet every quarter.

What they set up

Industry kit

Services & agencies — projects, timesheets, milestone and retainer billing, work not yet billed

Agents

Bookkeeper
Collector
Tax
CFO

Approvals for supplier bills, invoice delivery to clients with a card payment link

How the work runs now

The team logs hours on their phones; approved time turns into milestone and monthly invoices without retyping.
Each project shows budget used, and the project manager is warned while there is still time to talk to the client.
VAT is worked out on every invoice and bill as it happens, so the quarterly return is a review rather than a rebuild.

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