Growth · Part of Client Billing
Invoice generation + approval
Generate a client-ready invoice straight from a locked billing period, route it through approval, and render the PDF on demand. No rebuilding invoices by hand from a spreadsheet of hours.
For the operator
Finance opens a locked period and generates a draft invoice in one click. Line items are grouped by LOB (Line of Business: a distinct client program or queue within an operation.), type, and rate; tax applies automatically; the invoice gets the next sequential number. Submit for approval, and high-value invoices hold until a second approver signs off, then the period flips to invoiced. The PDF is generated on demand, so there is no document to manage separately from the billing record.
Business impact
Manual invoicing is where BPO (Business Process Outsourcing: a firm that runs contact-centre operations on behalf of other brands.) margin quietly leaks: a missed line item, a stale rate, an invoice that sits unsent for a week. Generating invoices directly from locked period data removes the rekeying and the reconciliation, shortens the time from period-close to cash, and replaces an email approval chain with an auditable trail. Invoices go out faster, match the contract, and hold up when a client questions a line.