Order references
Keep purchase order numbers and accepted work details available when accounts need them.
Invoicing and payments
Less invoice chasing. More billing control.
Completed jobs should not sit waiting while accounts chase purchase orders, check spreadsheets or ask what was agreed. Collabit connects sales, service delivery and invoicing, keeping customer payment terms and job information together so your team can prepare the right invoices with less repeated admin.
Jobs linked to invoices
Keep completed work in view.
Flexible invoice rules
Bill around the customer agreement.
Payment terms in context
Retain the details agreed in sales.
Connected with Xero
Link operations and accounting.
Connected invoicing
The details that keep billing moving.
One connected process for your service teams and accounts.
Payment terms
Retain the terms agreed with each customer instead of relying on a separate handover.
Completed work
See the connection between delivered jobs and the invoices they belong to.
Invoice generation
Prepare customer invoices from connected records and send them from Collabit.
Flexible contract billing
Choose fixed amounts or job-completion billing, with recurring work and invoice frequency connected.
A cleaner accounts handover
Keep the details agreed in sales with the work, so accounts do not need to enter them again.
Connected with Xero
Connect invoicing with Xero accounting and keep visibility of completed work still awaiting a bill.
A clearer invoicing workflow
From agreed work to the right invoice.
Keep the handover between sales, operations and accounts connected, rather than rebuilding it at the end of every job.
- 1. Capture the agreement
Keep payment terms, purchase orders and accepted work details with the customer record.
- 2. Set the invoice rules
Choose fixed-amount or job-completion billing to suit the work agreed with each customer.
- 3. Match completed jobs
Link delivered work to invoicing and see completed one-off or remedial jobs still awaiting a bill.
- 4. Prepare and send
Generate and send invoices from Collabit, with the supporting detail already connected.
Collabit has significantly reduced manual admin. Scheduling, job planning, quoting, and invoicing are now automated, which has eliminated duplication of effort and reduced the risk of human error.
Shane NeylonCEO, AquaChem
Sector solutions
Configured around the work your teams deliver
Start with a connected operational platform, then tailor the workflows, forms and reporting to your sector.
Keep completed work moving towards an invoice.
Show us where your billing process gets held up. We will show you how Collabit can connect job completion, customer terms and invoice schedules, helping your teams spend less time chasing information and more time keeping the business moving.
No obligationTailored to your needsSee real system workflowsExpert support
Free consultation
Talk to a specialist in your industry.
Our specialists have taken companies like yours from paperwork and spreadsheets to one connected system. In the consultation you get:
- A specialist who knows your industry
- Your own numbers reviewed
- A plan for your workflows and compliance checks
- How the move from your current system would work
- A price for your team
- A live demo using your kind of jobs
- Same working dayWe confirm your time by email.
- The consultationBy Teams, Zoom, Google Meet or phone.
- AfterwardsA written plan and price for your team.
No sales pressure, no charge and no obligation.
Just a quick question? Send us a message.
“The patience from the Collabit team made a huge difference.”
Thank you. Your request is in.
We will confirm your time by email the same working day.