Sub-vertical · Professional and business services
Design or architecture studio
projects with milestones.
Peripheral Planned
What is distinctive
projects with milestones.
The edge case to test
milestone invoices. A system that cannot handle this will frustrate this kind of business.
Shared with the wider industry
Typical flows
- record time
- invoice clients
- collect payment
- hold retainers
Tenders
- bank transfers
- cheques
- cards
- retainers
Roles
- professional
- assistant
- billing clerk
- managing partner
Known gaps for professional and business services
- no timekeeping, trust accounting or conflict-check tools
- invoices and recurring invoices (BK-0065) cover only simple fee billing
Catalog pointers
- Progress invoicing RET-0039
- Retention on invoices RET-0040
- Project/job costing SVC-0010
- Time-and-materials billing SVC-0009
- Double-entry journal BK-0008
- Multi-currency ledger BK-0027
- Cost centers / classes / locations BK-0030
- Cross-outlet reports MULTI-0012
Back to Professional and business services. Planned catalog only; nothing is built.