Automation · Billing & Invoicing

Finished work becomes an accurate invoice, on its own

The moment an order ships or a job wraps, GenLedge drafts the invoice with the right charges on the right lines and gets it out the door. It bills labor, materials, travel, and fees correctly, handles partial invoices and credit memos, and schedules revenue recognition as you go. You stay in control, and anything unusual comes to a person before it reaches the customer.

On completion

Invoices draft the moment work is done

Right charges

Labor, materials, travel, and fees billed correctly

Credit memos

Adjustments and refunds handled without the back-and-forth

Revenue timed

Recognition scheduled properly as invoices go out

How it works

What happens, step by step

From finished work to sent invoice, here is how billing runs itself.

  1. 1

    Work wraps up

    An order ships or a job finishes, and billing kicks off automatically.

  2. 2

    Details captured

    GenLedge reads shipped quantities, hours, materials, photos, and timesheets.

  3. 3

    Invoice drafted

    The right lines appear for labor, materials, travel, and fees.

  4. 4

    Revenue scheduled

    Recognition is timed correctly so your books stay clean.

  5. 5

    Adjustments handled

    Partial invoices and credit memos are prepared without manual rework.

  6. 6

    Invoice sent

    The finished invoice reaches the customer fast and accurate.

A completed job turning into a ready-to-send invoice, line by line.
What it does

Inside billing & invoicing

Pick an area to see what the automation handles for you.

A finished order and its draft invoice side by side.

Invoices built from the work you actually did

GenLedge turns orders, time entries, and service records into invoices without anyone retyping them.

  • Pulls from orders, time entries, and service records
  • Drafts as soon as work is marked done
  • No manual data entry to start billing
  • Nothing bills until the job is complete
See it on your workflow
A completed job and its ready invoice, minutes apart.

Accurate invoices, out the door fast

Work finishes and the invoice is already drafted, with the right charges on the right lines. No waiting for someone to gather details or retype an order. Customers get billed correctly while the work is still fresh.

  • Bills the moment work is done
  • Right charges, right rates, every time
  • Less time between finishing and getting paid
An exception flagged for review before the invoice sends.

You stay in control

GenLedge does the busywork, but the calls stay yours. Anything unusual, like an odd credit or a charge that does not match, comes to a person before it goes out. Everything is recorded, so you can always see how an invoice was built.

  • Exceptions come to a human first
  • Approve before anything reaches the customer
  • Full record behind every invoice
A clean revenue schedule tied to sent invoices.

Books that stay clean

Revenue recognition is scheduled as you bill, so recognized revenue always matches delivered work. Partial invoices and credit memos are handled the same careful way. Your close gets easier because the numbers were right from the start.

  • Recognition scheduled with every invoice
  • Partials and credits kept accurate
  • Less cleanup at close
Built to be trusted

Powerful automation, fully under your control

Robust, secure, private, and transparent, so you get the speed of automation without giving up oversight.

You stay in control

The automation does the busywork; your team approves the decisions that matter. Nothing important happens without a person's sign-off.

Everything is on the record

Every action is captured and explainable, so month-end and audits are a lookup, not a scramble.

Your data stays yours

Your information is isolated to your business, encrypted, and never used to train anyone else's systems.

Robust and always on

It runs around the clock with the checks and safeguards to keep your books accurate and your work moving.

Integrates with your existing tools

QuickBooks
Xero
NetSuite logo
NetSuite
Salesforce logo
Salesforce
HubSpot
sage
Sage Intacct
Dynamics 365
Google Sheets
QuickBooks
Xero
NetSuite logo
NetSuite
Salesforce logo
Salesforce
HubSpot
sage
Sage Intacct
Dynamics 365
Google Sheets
FAQ

Questions about billing & invoicing

GenLedge reads your orders, time entries, and service records, along with completion documents like fulfillment records, timesheets, and field photos. It uses shipped quantities, hours, and materials to build each invoice line. You do not retype anything to get billing started.

See billing & invoicing on your own work

Book a demo and we'll run it on a real workflow from your business, so you can see the value before you commit.