Agreements & Invoices

FlowPSA turns approved time into draft invoices, and a second person posts them. It does not send invoices to clients on its own.

Labor agreements

Each company can have a labor agreement with:

Included minutes per month (block hours),
an hourly rate for time beyond that, and
a billing increment for rounding.

Previously posted included minutes reduce the remaining allowance, so overage is arithmetic.

From time to a draft

Timesheets are submitted and approved. See Time & Timesheets.
A Billing user previews the invoice for Acme Corp for a month. Only billable entries from approved weeks in that month are eligible.
Creating the draft reserves those time entries. Reserved entries cannot be edited, reused in another draft, or unlocked by reopening a week. A company can have one active draft at a time.

Posting

Posting takes a Billing or Admin user, and it must be a different person from the one who requested it. At posting time FlowPSA checks every entry against the fingerprint recorded on the draft. If anything changed, posting is rejected and nothing is partially approved.

A solo shop can relax the second-person rule for invoices explicitly in configuration.

Corrections

To fix reserved time: void the draft with a reason, have an admin reopen the week, correct the entry with a reason, resubmit, approve, and create the draft again. Posted invoices cannot be voided this way. Billing users can record credits and debits against posted invoices, and export accounting records by stable IDs.

Not in this release

Licence and seat reconciliation is not available. Agreements do not store licensed quantities or per-seat prices, so FlowPSA does not invent true-ups from inventory counts. Recurring invoices are on the roadmap.

Related guides

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