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ERP.AI Invoicing & Billing System

Invoicing & Billing System

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Modules

Clients and estimatesAgree the work and payment terms before creating an invoice. Invoice preparationPrepare invoices with clear lines, due dates and a preserved document history. Recurring billingManage retainers and repeat invoices from an explicit billing schedule.
Payments and reconciliationConnect customer receipts to invoices and check their actual payment outcome. Billable workBring approved expenses and recorded time into the right customer invoice. Collections and reportingFollow up on outstanding invoices with the right customer context.

Invoicing & Billing System

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Pricing Questions and answers Get started
Build with Proto

Processes

Estimate to invoiceCarry the customer’s accepted scope, prices and tax treatment into a supported invoice. Recurring billing to collectionRun repeat billing on the agreed schedule and follow each invoice through confirmed collection.
Receipt to reconciliationSee what was billed, what has actually been collected and which balances still need follow-up. Billable work to invoiceTurn recorded time and reimbursable expenses into an invoice your customer can trace back to the work.

Invoicing & Billing System

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Pricing Questions and answers Get started
Build with Proto

Industries

Professional servicesConsultancies and independent specialists billing agreed work and reimbursable expenses. Retainer businessesAgencies and service providers invoicing repeat commitments.
Field service businessesSmall service teams capturing billable time and expenses away from the office.

Invoicing & Billing System

Start now
Pricing Questions and answers Get started
Build with Proto

Reference

Roles and permissionsGive each person the records and decisions their work requires. Reports and analyticsRead operational and financial results with their source context. Data modelSee the records and references behind the product.
AI and integrationsConnect the services that own the related business results. ImplementationConfigure the system around your business records and responsibilities. Proto configuration guideUse Proto to configure and maintain the same product described on this website.

Invoicing & Billing System

Start now
Pricing Questions and answers Get started
Build with Proto
All systems
Modules
Clients and estimatesAgree the work and payment terms before creating an invoice.Invoice preparationPrepare invoices with clear lines, due dates and a preserved document history.Recurring billingManage retainers and repeat invoices from an explicit billing schedule.Payments and reconciliationConnect customer receipts to invoices and check their actual payment outcome.Billable workBring approved expenses and recorded time into the right customer invoice.Collections and reportingFollow up on outstanding invoices with the right customer context.
Processes
Estimate to invoiceCarry the customer’s accepted scope, prices and tax treatment into a supported invoice.Recurring billing to collectionRun repeat billing on the agreed schedule and follow each invoice through confirmed collection.Receipt to reconciliationSee what was billed, what has actually been collected and which balances still need follow-up.Billable work to invoiceTurn recorded time and reimbursable expenses into an invoice your customer can trace back to the work.
Industries
Professional servicesConsultancies and independent specialists billing agreed work and reimbursable expenses.Retainer businessesAgencies and service providers invoicing repeat commitments.Field service businessesSmall service teams capturing billable time and expenses away from the office.
Reference
Roles and permissionsGive each person the records and decisions their work requires.Reports and analyticsRead operational and financial results with their source context.Data modelSee the records and references behind the product.AI and integrationsConnect the services that own the related business results.ImplementationConfigure the system around your business records and responsibilities.Proto configuration guideUse Proto to configure and maintain the same product described on this website.
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Create your account and configure the system with Proto.

Example workspace
Outstanding InvoicesInvoices
StatusSentViewedPartialPaidOverdue
Sent
INV-70758CUS-234
INV-33407CUS-058
Viewed
INV-52435CUS-085
INV-73958CUS-204
PartialPaid
INV-29508CUS-200
Overdue
INV-30898CUS-231
  • 1

    Start now

    Create your ERP.AI account using Start now. Download agent to install Proto and choose Invoicing & Billing System as the system you want to configure.

    Start now
  • 2

    Prepare your business

    Bring your existing identifiers, representative documents, responsible people and any required connection details. Use Proto to configure the relevant modules and verify the first business process, including an exception and a correction.

  • 3

    Invite your team

    Assign the declared roles, check scoped access and confirm the records and reports produced by the workflow. Keep approved configuration changes and their source revision together as you extend the system.

    $ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
    Download agent
RolesRoles and permissions

Give each person the records and decisions their work requires.

ReportsReports and analytics

Read operational and financial results with their source context.

Data modelData model

See the records and references behind the product.

IntegrationsAI and integrations

Connect the services that own the related business results.

RolloutImplementation

Configure the system around your business records and responsibilities.

APIProto configuration guide

Use Proto to configure and maintain the same product described on this website.

Modules

  • Estimates Awaiting ApprovalSent
    Estimate NumberClientIssue DateExpiry Date

    Clients and estimates

    Agree the work and payment terms before creating an invoice.

  • Draft InvoicesDraft
    Invoice NumberClientIssue DateDue Date

    Invoice preparation

    Prepare invoices with clear lines, due dates and a preserved document history.

  • Active Recurring SchedulesActive
    Schedule NumberClientNameFrequency
    Bi Weekly

    Recurring billing

    Manage retainers and repeat invoices from an explicit billing schedule.

  • Recent PaymentsCleared
    Payment NumberInvoiceClientMethod
    ACH

    Payments and reconciliation

    Connect customer receipts to invoices and check their actual payment outcome.

  • Billable ExpensesRecorded
    Expense NumberExpense DateVendorClient

    Billable work

    Bring approved expenses and recorded time into the right customer invoice.

  • Pending RemindersScheduled
    InvoiceReminder TypeScheduled AtChannel
    Overdue Day7

    Collections and reporting

    Follow up on outstanding invoices with the right customer context.

ERP•AI workspace

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Download nowFree install · ~1 GB · AI usage extra
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