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For professional services

Give every engagement a clearer path to billing.

Connect client conversations, agreed scope, project work and invoices for a service business that needs a more consistent commercial routine.

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Carry the agreed scope into delivery

Use the eligible quotation-to-project or billing handoff and keep the engagement and reviewed time connected.

Explain the work behind the invoice

Review approvals, linked corrections, materials and supported payroll attribution when investigating project results.

A clearer record for the work around the work

The advice or service may be clear, while the administration behind it is spread across messages and documents. Keep the engagement’s commercial record available when a colleague or client needs an answer.

Keep project progress and recorded work together.

Current TerminalERP project workspace showing tasks, customer context and recorded work.
Keep project delivery, customer context and recorded work in one current workspace.
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A working routine for your business

1. Capture the enquiry and responsible person.

2. Agree the service and fee in a quotation.

3. Record the project and work performed.

4. Review billing and received payments.

Time to billing

Bring reviewed work into the billing conversation.

  1. Recorded time
    • Review together Review eligibility
  2. Review eligibility
    • Eligible Select eligible entries
    • Keep outside this billing action Excluded entries
  3. Select eligible entries
    • Prepare for review Prepare invoice
  4. Prepare invoice
  5. Excluded entries

Picture it in your working day

For example: A consultancy agrees a diagnostic engagement and records the work in a project. At billing review, the team checks the quotation and recorded effort before issuing the invoice.

Before you choose your setup

Can time need approval before billing?

Yes. Check the applicable approval state and agreement; closed projects and linked corrections follow their supported controls.

Does this establish regulated client-money compliance?

No. Assess trust accounting, escrow and profession-specific obligations separately.

A closer look at your speciality

Law Firm & Legal Practice

Follow client engagements into recorded work and fees, with a separate check for trust-accounting and legal-practice requirements.

Accounting, Audit & Tax Advisory

Keep recurring client services, additional projects and fee reviews distinct. Use the dedicated accounting-practice page for a more focused example.

Engineering & Technical Consultancy

Give technical engagements clear scope, task and time records. Your engineering software remains responsible for design and calculations.

Architecture & Urban Design Firm

Organise project proposals, review tasks and fees around the client agreement without treating the business workspace as a drawing-control system.

IT & Strategic Management Consulting

Keep advisory, implementation and support engagements understandable through project references, recorded work and clear invoices.

AI assistance

Put AI to work for your business.

Prepare engagement text and review possible name matches during client intake.

Explore AI assistance

Bring the customer context into the meeting and record work while the details are fresh. Explore mobile access without widening access to confidential client records.

Choose with clarity

What this industry setup includes—and what to confirm

Start with workflows shaped around the work you do, then check the specialist and regional requirements that matter to your business.

Choosing an industry configures the workspace. It does not turn TerminalERP into a certified specialist system or prove country-specific compliance.

Relevant workflows to explore

  • Customers & contactsCustomer/contact records, statements, collections, and linked activity
  • Projects, tasks & timeProjects, tasks, time, milestones, budgets, and selected billing runs
  • Quotations & proposalsQuotations, acceptance, conversion, and sales-order fulfillment
  • Invoices & customer billingInvoices, receipts, credits, returns, refunds, and payment status
  • Expenses & approvalsExpense capture, evidence, approval, and accounting posting
  • Employees, leave & payroll recordsEmployee records, lifecycle checklists, leave, and reviewed payroll records; no universal statutory payroll filing

What to confirm for your business

  • Conflict checks, engagement compliance, and regulated trust/client-money accounting
  • Court, tax-practice, audit, or engineering certification workflows

Start with one workflow from your business.

Compare the plans or tell us the task you want to manage. Use a real example to decide whether the available workflow fits.

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