billing

Automate billing and revenue recognition for professional services engagements.

2|1|Updated Apr 15, 2026
One-click install
npx skills add https://github.com/erphq/skills --skill billing-erphq
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: billing
Source: https://github.com/erphq/skills/tree/main/departments/project-operations/03-org-1k-plus/billing
Command: npx skills add https://github.com/erphq/skills --skill billing-erphq

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Billing and revenue recognition are often manual, error-prone, and time-consuming in professional services. This skill automates the end-to-end processes for generating invoices, applying contract rates, and scheduling revenue recognition, reducing disputes and audit findings.

Core Features & Use Cases

  • Draft invoices from approved timesheets, expenses, and milestone completions across time-and-materials, fixed-price, and retainers.
  • Enforce rate cards and contract terms to prevent incorrect billing and ensure pricing accuracy.
  • Schedule and post revenue recognition in accordance with project type (percentage-of-completion, milestones, straight-line).
  • Support multi-entity billing, currency handling, taxes, and client-specific preferences to scale across the organization.

Quick Start

Tell the AI to generate draft invoices and revenue journals for all active engagements using approved timesheets.

Frequently Asked Questions about billing

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate invoice drafting from approved timesheets and expenses?

Automate invoice drafting by generating billing documents directly from approved timesheets, expenses, and milestone completions across time-and-materials, fixed-price, and retainer models. This ensures pricing accuracy and reduces manual errors.

How does automated revenue recognition work for fixed-price and retainer projects?

Automated revenue recognition works by scheduling and posting journal entries based on project type, applying percentage-of-completion, milestone-based, or straight-line methods. This ensures compliance with contract terms and accurate financial reporting.

Can I enforce rate cards and contract terms to prevent incorrect billing?

Yes, you can enforce rate cards and contract terms to prevent incorrect billing. The system validates pricing accuracy against agreed rates before generating invoices, reducing disputes and audit findings across professional services engagements.

Does automated billing support multi-entity setups and currency handling?

Automated billing supports multi-entity setups, currency handling, taxes, and client-specific preferences. This scales billing operations across the organization while maintaining compliance with varied corporate structures and regional tax requirements.

What is the best way to schedule revenue recognition journal entries for active engagements?

The best way to schedule revenue recognition journal entries is instructing the AI to generate draft invoices and revenue journals for all active engagements using approved timesheets. This automates end-to-end processing and ensures compliance.