Build the invoice, approve it, send it — all in one place.

The slowest part of billing isn't always creating the invoice. Most of the time, it's everything that happens before the invoice goes out: the back-and-forth between billers and partners, the questions about what to include, the edits that get made after approval. By the time the invoice is actually sent, half a day is gone.

ModernPM is built around the idea that billing should be fast, accurate, and out the door before it becomes a project.

Invoice Types That Match How You Actually Bill

ModernPM handles milestone invoices, progress bills, and final invoices — with WIP line-item control and partner review built into the workflow. You're not hacking a generic template to fit your billing structure. The system supports the billing patterns CPA firms actually use.

Firms can customize invoice presentation by client or engagement type. Different clients get invoices formatted the way they expect. No manual reformatting every time a client has different preferences.

The Review Process

Invoice comments keep billing conversations attached to the record — not buried in email. A partner flags something, a biller responds, and the whole thread stays on the invoice where it belongs. Six months later when there's a question, the history is right there.

Billing runs that used to take a half-day now take minutes. And when the invoice goes out, the client gets a payment link — no check required.

The Bottom Line

Getting paid starts with getting the invoice right and getting it out fast. ModernPM handles both — so billing stops being the thing that backs up every month-end close.

‍