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.
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 work-complete.
How Revo bills
Reads the engagement to know fixed-fee vs hourly vs value-billing. Pulls time entries if hourly. Applies the right rate from the engagement letter. drafts the invoice line items in plain language.
What the client gets
An invoice that mirrors the work scope (return prep, close, advisory), payment instructions, ACH/portal link. plus a thank-you cover from the partner.
- 1
Detect the completion signal
Revo recognises 'return filed', 'close approved', 'project shipped'. routes to invoicing.
- 2
Pull the scope and time
Engagement scope, hourly time entries, fixed-fee tiers, applicable retainer offsets.
- 3
Generate the invoice
In QBO, Xero, or your billing system. 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
Revo extracts the vendor, amount, due date, and category, posts it to the right account, and routes for partner approval.
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.
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.
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.
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