Billing and contracts tied to the work that earned them.

Can one contract hold fixed fee and hourly work?

Yes, and this is the piece most tools get wrong. A contract splits into deliverables, and each deliverable carries its own billing type: fixed fee, time and materials, milestone, or retainer. One agreement can bill a discovery phase at a fixed price and the build hourly, and each invoice knows exactly which slice of the contract it draws down.

What builds the invoice?

Approved hours, milestones, fixed fees, and reimbursable expenses, each pointed at the deliverable it belongs to. Nothing is re-typed from a spreadsheet, so the invoice ties back to the work that earned it, line by line, when the client asks where a number came from.

Across the workspace

From closed deal to paid invoice.

A won deal converts into a draft contract and its deliverables in one move, and the value it was sold at is frozen at that moment. Every deliverable carries its own billing type, which is what lets one agreement mix fixed fee and time and materials. Invoices point at the deliverable they came from, so recognized, invoiced, and collected stay three separate numbers instead of one hopeful one.

How do retainers stop leaking?

Retainer periods follow the contract anniversary, and the burn is calculated from real approved entries rather than someone’s recollection. You see the balance, the client can see it too if you choose, and the month the retainer stops covering the work is the month you find out, not the quarter after.

Who owes you what, right now?

Payment tracking, account balances, and aging views sit on the client record, next to the projects and the contract. The awkward conversation about the unpaid invoice happens with the full relationship in view, and the chase list orders itself by age without a Friday spreadsheet rebuild.