A consulting month is rarely one thing. There is a retainer that runs whether or not anybody calls, days on site that have to be counted honestly, a workshop that was its own agreement, and travel somebody promised to cover. Reconstructing that at the end of the month is how a day quietly stops being billed.
These go in your price book once, with your own prices against them. After that a line is one tap: the item, the description, the unit and the price fill themselves, and the totals resolve underneath.
| Line | Unit |
|---|---|
| Consulting day | days |
| Half day | each |
| Advisory hours | hrs |
| Monthly retainer | month |
| Workshop or facilitation | each |
| Report and written recommendations | each |
| Travel and lodging | job |
Prices are yours. Invoice Koi ships a handful of round placeholder lines to start from and never fills your book with figures you did not set.
Set it once on a monthly cadence and the draft is there on the day, carrying the client, the line and your terms. A quiet month is still a billed month.
Track the time against the client while it is happening and turn it into a line. A day reconstructed three weeks later is a day rounded down.
Photograph the ticket and the hotel bill and they are read into expenses with their tax. Re-bill them onto the invoice and the figure is the one on the receipt.
The retainer is one group and the days are another, each with its own subtotal, so what is included and what is on top are visible as separate figures.
Yes. It is its own price-book line at its own price rather than a calculation off the day rate, so what the client sees is the rate you meant.
Yes. An expense re-billed onto an invoice carries the amount from the receipt, and it sits under its own heading so nobody has to ask whether it was marked up.
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