Prepare the bill for the agreed fee and workshop in AxiomBlue
- Open the AxiomBlue engagement job and accepted quote. Review the deliverable outcome and Time Tracking; for a fixed fee, recorded hours explain cost rather than setting the invoice quantity.
- On Professional, find the approved added workshop in Variations and review New Claim against the revised $2,400 fee. Reconcile the $1,000 previously invoiced before proposing the $1,400 remaining amount before GST.
- Create the appropriate draft and check the engagement/client reference, finance recipient and tax treatment in the invoice editor. Approve and send it, then review payments separately; internal extra hours are not automatically additional customer revenue.
Separate the fee agreement from the cost review
For hourly work, review the eligible entries and agreed rate. For a fixed fee, compare time with the estimate to understand cost, then bill under the agreement. Internal review, sales work or an overrun is not automatically additional customer revenue.
Check deliverable acceptance and scope changes
Keep the accepted brief, client inputs, deliverable status and any required approval together. When the client requests another workshop or revision, record the commercial decision before billing it. Make the invoice reference useful to the client’s finance contact as well as the delivery sponsor.
Use an illustrative fixed-fee engagement
Assume an accepted process-review fee of $2,000 and an approved additional workshop of $400, excluding GST. Total agreed value is $2,400. If $1,000 was already invoiced against that value, the remaining amount is $1,400 before GST. Extra internal delivery hours are reviewed as cost rather than added automatically to this fixed-fee example.
| Illustrative engagement reconciliation | Amount excluding GST |
|---|---|
| Accepted process review | $2,000 |
| Approved additional workshop | $400 |
| Total agreed value | $2,400 |
| Previously invoiced | $1,000 |
| Remaining value to invoice | $1,400 |
Review the draft, recipient and balance before sending
Check the agreed price, approved extras, previous invoices, payments and any disputed amount. Verify the payer and required invoice reference. Confirm GST treatment for your registration and supply, and check the ATO requirements for the document. Issuing an invoice and receiving payment are separate events.
AxiomBlue connects quotes, job records and invoicing. Review the job’s billing method and draft rather than assuming every recorded cost is a customer charge. Core invoicing is available on Free within its limits. Professional adds variations and advanced billing processes; online sending and payments need a connection.
Sources: ATO tax invoice requirements
Common questions
Questions about this process
Can all recorded engagement time be billed?
Only when it is eligible under the agreement. Fixed fees, included work, internal time and separately approved extras need their own review before invoicing.
Put it to work
Your practical checklist
- Confirm the engagement’s billing basis.
- Review eligible time or deliverable status.
- Find approval for extra workshops or revisions.
- Reconcile previous charges and cash separately.
- Confirm the client’s payer and purchase-order reference.
See the records in Axiom Blue
Try the workflow with a familiar job.
Features and usage limits vary by plan. Review the tools relevant to your process before choosing your setup.