Module · Billing & WIP

Close the month like an audit.

Logged hours become approved, locked numbers ready to invoice. After close nothing changes quietly, and work done stops slipping between the timesheet and the invoice.

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Month-end close

Same month, two ways to close it

Today, in many firms

Hours are pulled from the timesheet into a spreadsheet.
Work in progress is worked out by hand, by whoever has time.
The amount to bill gets settled over email.
After invoicing, nobody knows why a number changed.

With FuseCRM

Logged hours go into the month’s valuation with no re-entry.
Work in progress is calculated from the contract, project by project.
The month goes through approval and locks.
Every adjustment has a reason, every reopening leaves a trail.

What you get

Three things that no longer depend on spreadsheets

Work in progress

Find out at any time what there is to bill

Work in progress (done but not yet billed, called WIP in the app) can be valued at any point in the month. You see it by project, service line and manager, not only at close.

By project and service lineValued at any point in the month

Invoice export

What you approve is exactly what goes to accounting

The export only comes from a locked month, so the numbers on the invoice are the approved ones. Your accounting software then issues the invoice.

Only from a locked monthIssued in your own software

Billing models

Every contract on its own terms

Fixed fee, time and materials, monthly or quarterly retainer. The model is set per engagement, not per service: the same service can be fixed-fee for one client and a retainer for another.

4 billing modelsPer engagement, not per service

Works together with Projects and Time, which is why they come in the same bundle, Professional Services.

For whoever checks the numbers

A closed month reopens only with a reason, and the reopening stays on record: who, when and why. Once the export has gone to accounting, the month can’t be reopened at all.

In the demo