Aqtos BOSS · Billing & invoicing
Keep billing close to the work your team delivers.
Aqtos BOSS includes invoicing software within a shared business workspace. Create and manage invoices alongside client relationships, projects and expenses, so billing is part of your operating process instead of another disconnected tool.
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Example workflow
A billing workflow with context
Bring invoices into the wider business picture
Create and manage invoices
Handle billing and invoice creation within Aqtos BOSS. Keep invoice work in the same platform your team uses to organize the business.
Work alongside client records
Use CRM and project information as the context for your billing process. Give the people handling invoices a clearer understanding of the relationship and the work.
Review income and spending together
Invoicing and expense management are both available in BOSS. Bring these operational records into your regular finance review instead of maintaining a separate process for every tool.
Put it to work
Create a consistent handoff into billing
- Agree the scope and billing arrangement with the client before delivery begins.
- Keep the client and project information current so the person preparing the invoice has the right context.
- Prepare the invoice and review its details against your agreement before taking the next billing step.
- Include invoices and related expenses in a regular operational review, with clear ownership of follow-up.
Useful for agencies, consultants and service businesses that want billing connected to daily operations. Use a demo to confirm the invoice fields and billing process your business requires.
Frequently asked questions
Does Aqtos BOSS include invoicing?
Yes. Billing and invoicing are part of Aqtos BOSS, alongside projects, CRM, HR, time tracking and expense management.
Is invoicing available as part of the business workspace?
Yes. You can handle invoice work in the same platform as client relationships and project operations, reducing the number of separate tools in the process.
Does invoicing replace my accounting process?
Invoicing is one part of financial operations. Keep your accountant involved in choosing the records, reconciliation and reporting process your business needs. Check any accounting integration requirements with the Aqtos team.
Can I see the invoicing workflow before choosing?
Book a demo and bring an example of your billing process. The team can show how your client work and invoice requirements fit within Aqtos BOSS.
Explore connected workflows
Product detail: Billing and finance features.
Give billing a place in your everyday workflow.
See how this workflow connects with projects, people and business operations in Aqtos BOSS.
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