Automated Billing
Fast Forward Your WIP to AR to Paid
Generate an invoice from scratch? ❌ Never again. ModernPM automates every step of the billing cycle — so your team spends less time chasing money and more time doing the work that earns it.
Pre-Drafted Invoices on the ready
From the moment a client and project are created, an invoice is already waiting. Populate it automatically with target fees, WIP, or any parameters you set — fast cash flow without the busywork.
Automatically send invoices as workflow steps complete
Tie invoice delivery to the natural rhythm of your work. Mark a workflow step complete — and ModernPM fires the invoice automatically (or for approval). No manual trigger, no post-it note reminders.
Automatically send invoices as workflow steps complete
Tie invoice delivery to the natural rhythm of your work. Mark a workflow step complete — and ModernPM fires the invoice automatically (or for approval). No manual trigger, no post-it note reminders.
Milestones are magic
Trigger billing the moment you finish a stage, wrap a project, or hit any marker you define. Fieldwork done? Invoice. Delivery accepted? Invoice. Date reached? Invoice — automatically. WIP threshold? Get it billed!
Centralized billing, reimagined
It's not that centralized billing has been done poorly — it's that it's barely been done at all. Set a billing admin, require partner approval, and route every invoice exactly the way your firm works.
Centralized billing, reimagined
Cash is king. A living, breathing view of where your firm stands — what's in WIP, what's invoiced, and what's been collected. No spreadsheets. No reconciliation sprints. Just clarity.
Cash flow deserves its own workflow
Cash is king. A living, breathing view of where your firm stands — what's in WIP, what's invoiced, and what's been collected. No spreadsheets. No reconciliation sprints. Just clarity.
Comments that live where billing happens
Every billing decision, question, and approval note lives inside the invoice — not buried in a Teams thread or lost in a reply-all chain. Threaded comments keep context intact and in the system of record, so your team always knows where things stand without hunting for the conversation.
Centralized billing, reimagined
Cash is king. A living, breathing view of where your firm stands — what's in WIP, what's invoiced, and what's been collected. No spreadsheets. No reconciliation sprints. Just clarity.
