Features
Billing
Quotes and invoices automatically generated from your work documents, time, and inventory without re-entry between the field and back office.
Billing
From quote to invoice, without re-entry
The billing module turns data already captured in Sequentia into quotes and invoices ready to send, synchronized through the work document. The screenshots show invoices and how they are managed in Sequentia.
See billing in action
This walkthrough shows how to generate and send an invoice through the work document.
From quote to invoice, no re-entry
Turn field data into a client-ready invoice through three clear steps.
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Summary
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Terms
What it's for
Bill from work already captured, not from a blank spreadsheet
In Sequentia, billing builds on operational data already in the platform: time, tasks, items, work documents, and quotes. You prepare a quote, execute the job, then turn the result into an invoice without rebuilding every line a second time.
What the billing module centralizes
Detailed quotes
Create professional quotes with revisions, history, expiration dates, and one-click conversion to invoice.
Automatic generation
Produce invoices from projects, time entries, completed tasks, and inventory items already recorded.
Client delivery and tracking
Send the invoice or quote with your logo, then track statuses through payment.
Multi-tax and groups
Support multiple tax rates and organize items into groups for clear, professional documents.
Common use cases
The same module covers service engagements, billable field work, recurring jobs, and back-office billing.
Quoted project to invoice
Present a quote, execute the job in a work document, then invoice based on actual time and items.
Billable field intervention
Turn a documented intervention, its hours, and parts into an invoice ready to send to the client.
Status tracking and follow-up
Track draft, sent, paid, and overdue statuses to keep your finances under control.
Multi-tax billing
Produce compliant documents with multiple taxes and sections grouped by service type.
Billing
Concrete benefits
Most gains come from continuity between execution and back office: what was captured during work becomes billable without re-entry.
- No more billing oversights thanks to project linking
Hours, tasks, and items already tied to the record feed the invoice instead of being hunted across tools.
- Status tracking: draft, sent, paid, overdue
The back office sees where each document stands before sending and after client receipt.
- Complete history of modifications and revisions
Revisions and changes stay traceable for internal approval.
- Professional PDF generation in one click
Ready-to-send PDFs speed up the last step before payment.
Frequently asked questions
Answers to the most common questions about billing in Sequentia.
Can invoices be generated from time and projects?
Yes. Time entries, completed tasks, items, and work documents can feed an invoice without manually re-entering every line.
Can a quote be converted into an invoice?
Yes. An accepted quote can be converted into an invoice while keeping the job context and structured elements intact.
How do you send an invoice to a client?
The invoice or quote can be sent directly to the client with your logo. They can accept it online or download it.
Can you manage multiple taxes and line groups?
Yes. Sequentia supports multiple tax rates and lets you organize items into groups for clearer invoices.
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