Client Billing That Follows the Project.
Manage clients, proposals, estimates, contracts, invoices, payments, and receivables with project linkage — so construction billing stays tied to the work being delivered.
What it does
Client billing connected to the project.
- Maintain clients and project billing relationships.
- Create proposals, estimates, contracts, and invoices linked to projects.
- Record client payments and track receivables/outstanding.
- Keep billing history visible to project and finance teams.
Connections
How it links across the OS.
- Invoices and receivables feed project finance and cash flow.
- CRM opportunities can progress into projects and billing.
- Client portal can surface approved invoices and payment status where enabled.
- Project 360 shows sales/client billing inside the project workspace.
Problems it addresses
Familiar construction friction.
- Client invoices are raised outside the project system.
- Collections teams lack project context for outstanding dues.
- Proposal-to-project-to-invoice handoff is manual.
Benefits
What teams gain.
- Billing stays connected to project delivery.
- Receivables are visible with project financial health.
- Clearer history for client discussions and collections.
Features
Sales capabilities
Practical construction controls — not generic feature fluff.
Clients and contracts
Manage clients, proposals, estimates, and contracts with project linkage.
Invoices and payments
Raise invoices, record payments, and track outstanding receivables.
Billing history
Keep a project-linked trail of what was billed and collected.
Related guides
Read more about sales in construction ERP.
See Sales & Client Billing on your projects.
Book a demo and we will walk the workflows your teams care about — with project context intact.