Client Billing for Contractors and Builders

In OneYukti's Invoicing app, a job begins as an estimate, and the estimate converts to an invoice when the client accepts it. Later bills for the same work order are raised with the client's payment terms and tax rate applied from their profile. Custom fields and notes on the invoice hold the work order number, site name or stage description that the client's accounts department insists on. Invoices are numbered automatically and emailed as PDFs, and the app shows when the client has opened one.

Clients rarely pay a construction bill in full. Each receipt is recorded as a part payment against its invoice, so the amount still held by the client stays visible bill by bill. Reminder emails and overdue notifications run on a schedule you customise. Site costs that the contract allows you to recover, such as a hired crane or material bought on the client's instruction, are recorded with receipts as billable expenses and added to the client's invoice.

The ageing report tells the contractor how much each client owes and how old each bill is, for all sites together. The AI cash flow forecast looks 30, 60 and 90 days ahead using due dates, past payment patterns and planned expenses. With that in hand, the decision to mobilise for another site or wait for a large bill to clear rests on numbers. Revenue reports show what has been billed in any period, and payment history shows how each client has behaved on earlier bills.