CITADEL Invoice Billing
Invoice takes you from quote to cash: quotes clients accept online, invoices and credit notes, recurring billing and payment reminders. Clients open each invoice from a private link and pay by card through your own payment account, or by bank transfer.
INVOICE
Invoicing Made Simple
| Invoice | Client | Amount | Status |
|---|---|---|---|
| INV-01035 | Dunravel Health | $66,444.00 | Sent |
| INV-01034 | Oskerby Logistics | $7,910.00 | Viewed |
| INV-01032 | Kilvarra Credit Union | $50,946.06 | Sent |
| INV-01033 | Strathlen Energy | $42,131.26 | Draft |
| INV-01031 | Pemberlow Retail Group | $26,460.00 | Sent |
One record from the first quote to the last payment.
With Time connected, invoices are built from the hours your team logged.
Every invoice link shows the balance and a way to pay it.
Retainers and subscriptions bill themselves; the numbers are one click away.
Reminders go out on the schedule you set, and the wording adapts to whether an invoice is due soon, due today or overdue.
Clients accept a quote from a link, and the accepted copy is kept with who accepted it and when.
Pull approved hours from Time into a draft invoice when you are ready to bill. Hours are marked billed in Time, and released again if the invoice is cancelled.
With Contracts connected, each milestone on a signed contract's billing schedule becomes a draft invoice when it is due, never sent on its own and never billed twice.
With Contracts connected, see every contract's billed, remaining and hours at a glance: each signed contract has its own page with what has been invoiced to date, what remains, its milestones and, with Time connected, the hours used against its budget.
Bill a client directly, or bill the prime contractor for work done for its end client, with statements for each.
With Contracts connected, clients arrive on their own and signed contracts show on the client's page. A Scope estimate arrives as a draft quote, ready to review.
Attach the PDF to invoice, quote, credit note and reminder emails by default, with an override for each client.
Invoice works on its own, and connects to the other CITADEL apps you use.
Tell us how your team works today. We'll walk through Invoice using sample data shaped like your business, and show how it connects to the other apps if you use them.
Book a walkthrough