How integrated invoicing works in Sky
From direct debtor invoicing to project-based billing and global fee generation — one integrated billing engine.
Invoicing works in Sky, from direct debtor invoicing to project-based invoicing and global fee generation. You can invoice either directly against the client without affecting WIP, or against a project so that work in progress is reduced.
Sky's invoicing is built to handle the full billing lifecycle in one integrated environment — from capturing work and converting it into invoices, to managing debtor balances, credits, receipts, journals, and recurring billing. The result is a flexible invoicing system that works for both simple debtor billing and detailed project-based billing, with the ability to reduce work in progress when required. Sky Debtors provides invoice, credit note, receipt, journal, and ledger functionality, and invoice entry works in the same way as project invoicing, giving users a consistent process across billing types.
Billing options
What makes it powerful is the range of billing options:
- Create a direct invoice against a client when you do not want to reduce WIP.
- Invoice against a project so that billed amounts reduce WIP balances.
- Bill line-by-line on a project, or use global billing allocations.
- Invoice in real time from open WIP lines, distributing a global amount across selected items and including write-ups or write-offs.
That means users can bill with precision, or quickly generate a consolidated invoice when that is the better fit.
Global fees & recurring billing
- Global fees can be configured with fee groups, statement descriptions, applicability rules, and invoice line items, then generated in bulk from a review screen by selecting the billing entity, number range, and date. This makes Sky especially useful for monthly fees, provisional tax fees, and other repeat billing processes.
- Billing entities allow for separate billing periods and number ranges, so different departments or entities can run distinct invoice sequences.
- Fee paragraphs provide automatic narration for invoices.
- Proforma invoices can be created, tracked by status, and later converted into invoices once paid.
Debtor workflow
Once invoices are out, Sky continues to support the full debtor workflow:
- Credit notes can be allocated to a specific invoice.
- Receipts can be allocated manually or auto-allocated to the oldest balance.
- Journals can also be tied to invoices.
- The debtor ledger provides enquiry views and statements, giving users clear visibility over balances and movements.
- Debtor documents can be filed after month end so historical reports can be retrieved later.
In short, Sky invoicing is powerful because it is not just an invoice screen — it is a complete billing engine. It connects time, WIP, projects, debtors, recurring fees, statement narration, document control, and debtor recovery into one workflow. That gives practices the flexibility to bill how they want, the control to bill accurately, and the visibility to manage outstanding balances with confidence.