Run your business / Invoicing

From agreed work to a clearer billing handover.

Manage invoices in the context of your client relationships. Keep the agreement, billing details and invoice activity together so your team can see what the charge relates to.

See invoicing in action

InvoicingCONNECTED TO VITAE

01
Confirm the agreement
Keep the scope and terms with the client.
02
Prepare the invoice
Use the relevant company and commercial details.
03
Track the follow-up
Keep billing activity connected to the ongoing relationship.

One shared company record

Example workflow, configured around your business.

LESS FRICTION IN THE DAILY WORK

What invoicing
does for your team.

Billing gets harder when the agreed work lives in someone's inbox. The person preparing the invoice needs the client details and commercial context in one place.

Client-linked invoices

Keep billing records attached to the company they belong to.

Commercial context

Bring the relevant agreement and work details into the billing process.

Billing visibility

Give the responsible team a shared view of invoice activity and follow-up.

HOW IT CONNECTS

Create a billing handover when an engagement is agreed.

Less retyping and fewer gaps between the person winning the work and the person billing it.

Try the interactive examples

CONTINUE THE WORK WITH

Contracts

Agreements and e-signatures with the relationship attached.

CRM

Every client. One shared history.

Reporting

See progress across your relationships and work.

BEFORE YOU START

Does this replace our accounting system?

Vitae connects the operational side of billing. Keep your accounting system where you need it and confirm the supported integration or export for your finance process.

Explore company pricing

LET'S CONNECT YOUR BUSINESS

You do the work.
Let your systems work together.

See what Vitae could do for you

A walkthrough built around your business and the tools you use today.