Billing packets

A billing packet is one clean list of approved work for your bookkeeper. Gauge makes sure each hour, expense or milestone is billed once.

Prepare a packet

On Billing, Prepare packet takes an engagement, a Packet title and the Eligible source lines to include: approved, unbilled hourly time, approved reimbursable expenses and approved fixed-fee milestones. A draft packet reserves its exact sources, so the same source cannot go into a second packet at the same time.

Approve and download

Approve exact packet fixes the packet's lines and its CSV: each source with its revision, duration, rate and rounding. Download approved CSV returns the same bytes every time, so the file you send your bookkeeper never changes underneath you. Text that a spreadsheet could read as a formula is escaped. Cancel draft releases a draft's reservations.

Corrections

An approved packet never changes. If an amount was wrong, Prepare adjustment on the latest packet in that line drafts a linked adjustment packet with the difference, which you approve and download like any other.

Gauge prepares billing; it does not send invoices or take payments. Your accounting tool issues the invoice from the packet.