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.
Billing questions are how owner time disappears. Revo answers them with the receipts already attached, in your voice.
What Revo checks
The original invoice in QBO, Xero, or Stripe. the SOW. the prior thread. so the reply is anchored to facts, not memory.
What the client gets
A plain-English answer with dates and amounts. No spreadsheet, no jargon. the line items they actually asked about.
- 1
Identify the question
Disputed line item, payment confirmation, scope clarification, retainer balance.
- 2
Pull the billing record
Invoice, payment status, scope, prior thread. all from the accounting system in one snapshot.
- 3
Draft the reply
Plain-English answer with dates and amounts. no spreadsheet.
- 4
Flag escalations
Scope challenges and dispute language always escalate to you before sending.
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.
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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.
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.
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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