Run your business / Invoicing

Prepare invoices using the client's agreed details.

The full OS connects the client, agreed services and invoice details. Prepare a draft, have it reviewed and keep billing activity beside the work it relates to.

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Vitae OSWorkflow exampleNS

Invoicing

Invoice draft

Example data

NORTHSTAR INVOICE / DRAFT

Atlas & Co

Campaign services · USD

DescriptionAmount

Campaign strategy$2,000

Draft subtotal$2,000

Example amount. Tax and payment terms reviewed separately.

✓ Sent to finance for review

Sent to finance for review

Ask finance to review before the next billing step.

Full example shown

WHAT YOU CAN DO

What you can do
with Invoicing.

The person preparing an invoice needs to know what was sold, to whom and on what terms. Rebuilding that from emails creates extra work.

Start with the client

Use the company and billing details already kept with the relationship. Reduce repeated entry between sales and finance.

Describe the agreed work

Prepare service line items, amounts and references as part of the full OS billing experience.

Review before sending

Give finance a clear draft to check. Keep responsibility for approval and the next billing action visible.

Work with your accounts tool

Keep your accounting system where needed. Agree the invoice transfer, export and status updates for your setup.

A PRACTICAL EXAMPLE

From agreed services to a reviewed invoice.

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

Open the agreement
Find the campaign services and billing details.
Prepare a draft
Add the service line and check the amount.
Ask finance to review
Keep the approved next step with the invoice.

Watch the full OS examples

TOOLS FOR THE NEXT STEP

Contracts

Agreements, signatures and status.

CRM

Contacts, notes and client history.

Reporting

Sales progress and team activity.

BEFORE YOU START

Setting up Invoicing

Bring an example invoice and your billing process. We will map the details you need and the connection to your accounting tools.

Does Vitae replace our accounting system?

No. The full OS handles the client and operational side of invoicing. We agree the connection or export to your accounting process.

Can we bill for services without a recruitment placement?

Yes. Create invoices for the services you provide to clients, whether or not you recruit for them.

See pricing

LET'S CONNECT YOUR BUSINESS

You do the work.
Let your systems work together.