Draft the invoice line items and cover note
Composes the invoice — line items, amounts, payment terms, reference — and a short cover note for delivered or milestone work ready to send to the client.
In / outCompleted work details + contract terms → invoice with line items and client cover note
You might say…
“Invoicing always felt like it should take five minutes and somehow always took much longer when I was doing it properly.”
What it does
Given the completed or milestone work and the contract terms, composes the invoice — line items, amounts, payment terms, reference — and a short cover note to the client. Used at the point a piece of delivered work becomes billable and needs sending.
Trigger: Use when a piece of delivered work becomes billable and you need an invoice and cover note to send.
Recognise the problem?
The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
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