Invoicing and Billing

TekToro's invoicing module manages the complete financial workflow — from individual work items submitted by your team all the way through to client-facing invoices and payment recording.

Three-Tier Invoicing Model

The system operates on three layers:

1. Contractor and Employee Tickets — individual work items capturing hours, expenses, and mileage for a specific date and project.
2. Contractor Master Invoices — bundles of approved tickets that contractors submit for payment from your organization.
3. Client Master Invoices — invoices generated by administrators from approved tickets, sent to clients with configurable markups.

The Complete Workflow

The typical flow from work to payment looks like this:

1. A contractor or employee submits a ticket for work performed.
2. An administrator or manager approves the ticket (or rejects it for revision).
3. The contractor bundles approved tickets into a master invoice and submits it.
4. An administrator approves the master invoice for payment.
5. An administrator generates a client invoice from approved tickets, applying markups or service rates.
6. The client receives the invoice and confirms payment.
7. Payment is recorded on both the contractor and client sides.

Key Features

• Automatic numbering — tickets, master invoices, and client invoices are all numbered automatically using configurable prefixes and sequences.
• Approval workflows — two-tier approval for contractor tickets and master invoices.
• Markup strategies — percentage-based markup on contractor costs or fixed client service rates, with per-category control (labor, expenses, mileage).
• Printable invoices — professional invoice templates with line item details, status badges, and payment terms.
• Payment recording — capture payment method, date, amount, and bank reference details.
• Notifications — in-app and email alerts for approvals, rejections, submissions, and payments.

Role-Based Access

• Contractors — submit tickets, create and submit master invoices, track payment status.
• Employees — submit tickets for time tracking.
• Managers and Administrators — approve or reject tickets and invoices, generate client invoices, manage markup rates, record payments.
• Clients — view issued invoices, view approved work items, confirm payment via the client portal.

Navigation

The Invoicing section in the sidebar provides access to:

• Tickets — view and manage contractor and employee tickets
• Master Invoices — contractor master invoices and client master invoices
• Approved Tickets — a read-only view of all approved work items