Agency Billing and Invoice Software for Improved Revenue Management

Invoice jobs quickly and accurately

Invoice in advance or as work is completed, set up monthly billing or invoice multiple jobs at the same time.

Create invoices based on actual costs (timesheets, expenses and purchases) from a quote or billing plan, or manually build your invoice
Use branded invoice templates, add POs and payment terms, detail the work done, and include custom notes to help accelerate client approvals and payment. All sent straight to your client’s inbox
Invoice a phase or job, create a multi-job invoice per client or batch invoice based on agreed billing dates
Create ‘Managed sales orders’ for clients who give you a budget pot, allocating multiple jobs and drawing off revenue against them
Invoice a percentage or set value by start or due date, or project milestones
Set up internal approval workflows for accurate invoicing, with automated emails sent to users when they need to take take action
Allocate timesheets and costs to an invoice to make sure all costs are recovered and to drive accurate profit reporting. Once a job has been fully recovered, you can mark it as final so no more costs can be allocated
Post sales invoices straight into your accounting software. Synergist seamlessly integrates with leading accounting software, reducing the potential for mistakes when copying sales, purchase and expense data

Synergist makes it so much easier, my month-end has been cut in half. We get monthly invoices sent out by the 2nd of the month, and others are sent directly at the end of a project. We never used to be able to do that.

Steven Clark Finance Director at Tayburn

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Simplify your agency’s revenue recognition

Projects lasting several months, retainers and upfront payments can all play havoc on your monthly profit reporting. This is where revenue recognition comes in.

Recognise or defer revenue on individual invoices, or use the revenue management module to manage revenue recognition on all jobs
Recognise or defer the revenue in line with when the work is done and costs are incurred
See the value invoiced vs that recognised and deferred. Allocate the actual or estimated time/costs or the charge-out values, or manually decide how much to recognise
Generate a monthly deferred revenue report to adjust the amount of revenue you post in your accounting package. Alternatively, you can post recognised values on sales invoices and revenue recognitions to your P&L accounts and post balancing entries to your accrued/deferred revenue balance sheet accounts.

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Accurate reporting at the click of a button

Dashboards show you the key metrics, while reports give you the granular details to drive revenue and profit.

Use the interactive dashboard for an instant view of your invoiced value, gross and net profit, and work in progress. Also, you can see your billing forecast vs actual and top clients and earnings per head at a glance
See all jobs or phases with billing planned for that month. View planned value, costs and estimated gross profit and invoice status, so you can quickly understand what’s been planned vs invoiced
Create sales reports to see all invoices, including credit notes and revenue recognitions, in a specified date range
Compare a job’s actual costs vs those quoted and invoiced, plus see the profit value, percentage markup, margin and investment (overspend). See totals by client, job handler, job/phase type or team
Analyse client performance by setting monthly targets for client turnover and gross profit. Report on quoted vs invoiced, billing planned on live jobs and opportunities, and see actual gross profit by month and year to date
Schedule reports to be automatically emailed to your inbox or generated when an event occurs or data meets specific criteria
Customise reports using powerful filters and save your selected views for quick access.