Generate the invoice the moment a project milestone completes
Revo reads the contract terms, pulls the milestone scope, and generates the invoice in QuickBooks or Stripe. the same hour the milestone clears.
Invoices that go out same-day get paid faster. Invoices that wait a week get pushed to next quarter. Revo generates and sends within minutes of milestone-complete.
How Revo bills
Reads the contract to know fixed-fee per milestone, hourly, or value-billed. Pulls the scope. Applies the right rate. drafts the invoice in plain language.
What the client gets
An invoice that mirrors the milestone scope, payment instructions, ACH/Stripe link. plus a thank-you cover from the partner.
- 1
Detect the completion signal
Revo recognises 'milestone complete', 'phase 1 shipped', 'project deliverable accepted'.
- 2
Pull the contract terms
Milestone scope, payment schedule, retainer offsets, applicable taxes.
- 3
Generate the invoice
In QBO, Xero, or Stripe. with line items the client can read.
- 4
Send to the client
Email with payment link. logged to AR. follow-up scheduled at 14 and 30 days.
Tools Revo touches for this action
Revo connects to your stack and pulls the context this action needs. Tap any tool to see the rest of what Revo runs there.
Related actions
More tasks Revo can take off your plate.
Process a vendor bill or firm expense from the inbox
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Log a vendor invoice to accounting and acknowledge receipt
Revo extracts the vendor, amount, due date, posts the AP entry, and sends the vendor a one-line ack.
Answer a client billing question without leaving the inbox
Revo reads the question, pulls the invoice and time entries from your PMS, and drafts a clear answer in your firm's voice.
Answer a client billing question without leaving the inbox
Revo reads the question, pulls the invoice from your accounting system, and drafts a clear answer. with line items the client can read.
Generate the invoice the moment a return or close completes
Revo pulls the engagement scope and time entries, generates the invoice, and sends it via the firm's billing flow. the same hour the work clears.
Answer a client's billing question without leaving the inbox
Revo reads the client's question, pulls the invoice and time entries from your PMS, and drafts a clear answer. with receipts.
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