Invoices
The Invoices feature in Metric AI streamlines your billing process by allowing you to generate invoices from hours, fees, and expenses, apply taxes and deposits, and export the final invoice to various formats. With Invoices, you can ensure accurate, professional billing and easily integrate with popular accounting systems.
Generating Invoices from Hours, Fees, and Expenses
Hours
If your organization tracks billable hours, Metric AI can automatically pull logged time for each project or individual and create an invoice based on the accumulated effort.
Fees
Many projects include fixed fees or retainers. You can add one-time or recurring fees to any invoice, ensuring that client charges for fixed-price agreements are always accounted for.
Expenses
Cover reimbursable costs, travel, materials, or other out-of-pocket expenses. Metric AI aggregates these expenses and includes them in the invoice to guarantee nothing is overlooked.
Taxes
Add tax rates (e.g., sales tax, VAT, GST) to line items or apply them at the invoice level, depending on local regulations or client requirements. Metric AI calculates the final amount to be billed, complete with tax information clearly displayed.
Deposits
Handle partial or upfront payments with deposits. You can record initial amounts received from your clients and clearly list them on the invoice. This provides a transparent view of how much has been paid and what remains outstanding.
Export Options
When your invoice is ready, you can export it to multiple formats for distribution or further accounting processes:
- PDF – Quickly generate a clean, professional invoice in a standard PDF format that you can send to clients.
- QuickBooks or Xero – Seamlessly push your invoice details into accounting platform for streamlined bookkeeping and financial tracking.