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- Every app included, one price per company
- GSTR-1/3B, e-invoicing and e-way bills built in
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Client Invoicing for Consultancies and Agencies
Client invoicing at a consultancy or agency usually waits for month end, when someone collects hours from timesheets, emails and memory and turns them into bills. Partners approve late. Travel and other out-of-pocket costs that the client agreed to bear sit in someone's wallet as receipts and often never reach the invoice. Retainer bills are recreated by copying last month's file. An overseas client needs a dollar invoice, which is made separately by hand. The work was done weeks ago and the bill is still a draft.
Industry Solution
Professional Services
Feature
Invoicing
Why Professional Services teams run Invoicing in OneYukti
The Invoicing app in OneYukti converts tracked time into invoices, so hours logged against a client become bill lines instead of a month-end reconstruction. Expenses are recorded with the receipt attached and marked billable, and they are added to the client's invoice. Monthly retainers run as recurring invoices on the billing cycle you choose, generated automatically. Invoices can be raised in the client's currency, with tax calculated and payment terms applied from the client's profile.
Proposals work the same way. An estimate sent to a prospective client converts to an invoice when the engagement is confirmed, which suits fixed-fee projects. Each invoice is emailed as a PDF, and the app shows when the client has viewed it. Reminders follow your schedule. The AI also flags invoices at risk of late payment and sends personalised, sentiment-aware follow-ups at the time that client is most likely to pay, a help where the relationship matters more than any single bill.
Partners can see billed revenue, outstanding amounts by client and how long each has been pending. Payment history shows which clients habitually stretch their terms, useful when deciding whether the next engagement needs an advance. The cash flow forecast uses invoice due dates and past payment patterns to project the coming months, and it can model the effect of a planned expense such as an office move. Billing and the firm's books stay in step because each invoice posts to the general ledger in Yukti.
Professional Services challenges that Invoicing solves
Common problems in professional services operations that Invoicing in Yukti addresses
Challenge 1
Billable hours are reconstructed from timesheets and memory at month end, so invoices go out late and some work is never billed
Challenge 2
Client-reimbursable travel and other costs stay as receipts in someone's wallet and miss the invoice they belonged on
Challenge 3
Retainer bills are rebuilt by copying last month's file, and foreign-currency invoices are made by hand outside the books
How Invoicing in Yukti helps Professional Services
What professional services organizations using Yukti get from the app
Benefit 1
Time-based billing converts tracked hours into invoice lines, so bills do not depend on a month-end reconstruction
Benefit 2
Billable expenses recorded with receipts attached are added to the client's invoice instead of being absorbed by the firm
Benefit 3
Recurring billing generates each retainer invoice on its cycle, and multi-currency support covers clients billed in dollars