Seamless Invoicing for Your Services

Simpata Client Billing transforms your team's logged hours and expenses into accurate invoices—so you get paid faster with less effort. Automate invoicing, eliminate billing errors, and improve cash flow with professional, error-free client billing.

Key Features

Invoice Generation

Create invoices directly from project data—select a client and time period, and the system compiles all billable hours and expenses into a draft invoice automatically.

Customizable Templates

Professional invoice templates with your company branding that can be customized with your logo, address, payment terms, and specific line item details.

Rate Management

Support different billing rates by employee role, project, or task. Bill higher rates for senior consultants or specialized work types automatically.

Expense Inclusion

Attach expense receipts or summaries to invoices for transparent client billing. Show exactly what was spent on their behalf.

Invoice Tracking

Mark invoices as sent and record payments when received. Track which invoices are paid, pending, or overdue with quick views of accounts receivable.

Automated Notifications

Automated reminders for clients on payment due dates, and alerts to your team on overdue invoices for timely follow-up.

Benefits of Automated Client Billing

Simpata Client Billing delivers measurable improvements to your billing process:

? Reduced Billing Errors: Data comes straight from approved time and expense entries, eliminating manual transcription errors and missing billable items.
? Saved Time on Invoicing: What used to take hours now takes minutes. Generate accurate invoices with a few clicks instead of manual data compilation.
? Improved Cash Flow: Faster invoice turnaround means faster payments. Get invoices out the door while the work is still fresh in clients' minds.
? Polished Client Experience: Detailed, error-free invoices with proper documentation build trust and professionalism with your clients.
? Better Financial Visibility: Real-time view of accounts receivable, outstanding invoices, and payment patterns for better cash flow management.

Seamless Integration Across Simpata

Client Billing is the financial endpoint of your integrated platform, pulling data from across Simpata:

Timesheet & Expense Integration

The module pulls directly from approved timesheets and expense reports, so nothing falls through the cracks. Once approved, billing is just a few clicks.

Project Integration

The billing system recognizes projects and groups billable items by project or phase. Handle fixed fee, milestone billing, or time & materials projects with ease.

External Accounting Systems

Invoice and payment data sync to your accounting software or ERP through Simpata's integrations, ensuring financial records stay consistent.

Rate Management & HR

Billing rates can vary by employee role from HR data, project type, or client agreement—all managed automatically.

Flexible Billing Scenarios

Simpata handles the billing models your business needs:

Time & Materials

Bill for actual hours worked and expenses incurred. Perfect for consulting and professional services.

Fixed Price Projects

Generate invoices for fixed amounts or percentages of project completion based on milestones achieved.

Recurring Retainers

Set up recurring monthly billing for retainer agreements with automatic invoice generation.

Billing Workflow Example

Scenario: A consulting firm completes a month of work for a client across multiple projects.

Throughout the month, consultants log billable hours to client projects in their timesheets.
Project-related expenses (travel, meals, materials) are submitted and approved.
At month-end, the billing manager opens Client Billing and selects the client.
The system automatically compiles all approved hours and expenses for the period.
Billing manager reviews the draft invoice, adds any notes or adjustments.
Invoice is generated with professional formatting and client branding.
Invoice is sent to the client (via email or download) with one click.
Payment tracking shows the invoice status until marked as paid.
Financial data automatically syncs to accounting system for reconciliation.

Result: Complete billing cycle in minutes instead of hours, with zero manual data entry and full audit trail.

Industry-Specific Billing

Professional Services & Consulting: Track billable hours by client, project, and consultant with sophisticated rate management.
Legal Services: Manage complex billing with different rates by attorney, practice area, and client matter.
IT Services & Managed Services: Bill for recurring support contracts, project work, and on-demand services with flexible billing models.
Marketing & Creative Agencies: Track and bill for creative time, revisions, and project-based deliverables with detailed line items.
Field Services: Invoice for on-site time, travel, parts, and materials with mobile expense capture integration.

Discover billing solutions tailored to your industry on our Industry Solutions page.

Transform Your Billing Process

Experience error-free invoicing with Simpata Client Billing. Turn approved work into revenue faster with automated, accurate, professional invoicing that integrates seamlessly with your entire business operation.