Practice workspace / Practice billing
Bill clients for the work your practice records
Practice staff raise invoices from time and costs, fixed fees or milestones, with a colleague checking before sending.
S SecureWire Workflow illustration
Example workflow
ExamplePractice billing
Example clientExample steps
Bill this clientIn progress
JLChoose time, costs or a feeNot started
SKSend for reviewNot started
AMApprove and sendNot started
JLRecord paymentNot started
JLBill this client01 / 05
Illustrative workflow and sample data. Register interest to discuss your requirements.
How this supports your work
Practice staff can turn recorded time and costs into an invoice for a colleague to check, then show the sent invoice in the client portal.
How it works
- Bill this client
- Choose time, costs or a fee
- Send for review
- Approve and send
- Record payment
Review before sending
Invoices move through Draft, In review, Approved, Sent and Paid. A second person checks each invoice.
Choose time, costs or a feeKeep the practice’s books up to date
Sent practice invoices post to Practice, Our books. The client sees the invoice in the portal with bank transfer details.
Send for reviewRelated features
Continue with the related work
Prepare for the launch
Tell us what your team needs from accounting software
Register interest in SecureWire and ask us about the modules you need.