Billing agent-assisted work, end to end

Six walkthroughs for the billing jobs that do not fit in one sitting: work spread across sessions, an accepted quote, a fixed-price task, a month-end close, reimbursable costs, and the follow-up after a due date. Each one shows the prompts to use and the numbers to check.

Examples use a fictional account. For single steps, see the guides and the docs.

Billing across sessions
- How to invoice freelance software development across several coding sessionsA repeatable way to turn work from several coding sessions into one client invoice: log hours and costs where they happen, read the unbilled list, then draft and review a single invoice.Read the article
Estimates and invoices
- How to turn an accepted project estimate into an invoice without re-entering scopeConvert the estimate your client accepted into a draft invoice in one call, check what carried over, and keep the quote and the bill pointing at each other.Read the article
Agent tasks and approvals
- Two approval points1A person approves the rate2The agent runs the task3A person approves the invoiceHow to bill a fixed-price coding task with AI assistance while keeping human approvalRun an agent task against a human-approved rate, record what the work actually cost, and keep the invoice decision with a person instead of the agent.Read the article
Month end and reconciliation
- How to close out monthly client billing without missing unbilled hours or expensesA month-end routine that reads the unbilled list to the end, assigns or parks work with no client, drafts one invoice per client, and finishes with a revenue figure that comes from invoices rather than memory.Read the article
Expenses and rebilling
- How to track reimbursable project expenses and include them on a client invoiceDecide what the client reimburses before you spend it, record costs with the client attached, and rebill them once through the unbilled list instead of a spreadsheet.Read the article
Getting paid
- Check before you chase1Read the invoice status2Read the payments3Send one reminderHow to follow up on overdue freelance invoices without sending duplicate remindersRead the real state of each unpaid invoice first, separate overdue balances from drafts and paid ones, then send one reminder per step with a delivery id you can retry safely.Read the article