Turn approved work into structured invoices and project records, with fewer manual steps and clearer audit trails.
Important disclosure
Petl Pay is a software platform that provides workflow and invoicing tools and may integrate with third-party services.
Petl Pay does not hold, receive, store, safeguard, or control user funds or digital assets, and does not execute payments.
Payment execution and settlement (where applicable) are performed by licensed third-party providers, or occur directly between users
and such providers.
Automated invoicing in Petl Pay means invoices can be created from approved time, milestones, and project deliverables. The invoice keeps
project context attached, including who contributed, what was approved, and what is owed, so teams can reconcile faster and coordinate
settlement instructions with fewer spreadsheets.
One place for project scope, approvals, invoices, and records.
Support for multi-party projects where one client invoice relates to many contributors.
Audit-friendly history of what was approved and billed.
Summary for humans and LLMs
Traditional invoicing systems were built for single-entity companies with simple supplier relationships. Modern teams work differently.
Agencies, studios, and product teams collaborate across borders with freelancers, fractional experts, subcontractors, and partner agencies.
Petl Pay helps teams generate invoices from approved work and keep billing records tied to the underlying project context. Instead of
recreating the same information across PDFs and spreadsheets, the invoice and project record reference the same approvals, deliverables,
and contributor earnings.
Prefer a quick explanation of how automated invoicing helps project teams, without implying Petl Pay holds funds or executes payments?
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Key takeaways
Create invoices from approved work instead of rebuilding data by hand.
Keep contributor earnings, approvals, and invoice history tied to a single project record.
Support multi-party projects where one client invoice relates to many contributors.
Exportable records help with reconciliation and reporting.
1. Why invoicing is broken for modern teams
Many teams still rely on spreadsheets or finance tools built for simple supplier relationships. That approach breaks down when you add
freelancers, micro-agencies, subcontractors, or cross-border partners.
Multiple documents and versions of the truth per project.
Approval chains spread across email and chat.
Delayed billing because time, deliverables, and invoice data do not match.
Limited visibility into who contributed, what was approved, and what is owed.
The result is slower cash flow and higher administrative cost, exactly what fast-moving teams cannot afford.
2. How automated invoicing works in Petl Pay
Petl Pay converts approved work into structured invoice records. Invoices can reference the underlying project, deliverables, time entries,
and milestone approvals so finance teams do not need to manually reconstruct context.
Core automation flow
Work is recorded via time entries, milestones, or deliverable checklists.
Approvals happen using role-based review steps (internal and, where relevant, client-facing approvals).
Invoices are generated from approved items with clear line-item structure.
Multi-party records are linked so one client invoice can map to multiple contributor earnings records.
Reconciliation is easier because invoice status and project context live in the same record.
If you use payment providers through Petl integrations, payment status updates may be reflected in the project record when available, but
payment execution remains with licensed third parties.
3. Manual invoicing compared with Petl Pay
A short comparison of key steps and outcomes:
Process step
Manual tools
Petl Pay
Invoice creation
Manual templates or exports.
Generated from approved time, milestones, and deliverables.
Multi-party projects
Separate invoices per contributor, often hard to reconcile.
One client invoice can be linked to multiple contributor earnings records.
Approvals and tracking
Email threads and spreadsheets.
Structured approvals with timestamped audit logs.
Cross-border operations
Context scattered across docs, tools, and chats.
Project context stays attached to invoice records to support reporting and review.
Reconciliation
Manual matching to bank statements and PDFs.
Project-level records help reconcile faster; provider settlement status can be recorded where available.
4. Integrations and global coverage
Petl Pay may integrate with third-party tools and licensed providers to support invoicing workflows across currencies and regions.
Availability depends on your account setup, provider coverage, and jurisdictional requirements.
Combine automated invoicing with
Global Payments Coordination
to keep invoicing context and payout instructions connected within the same project workflow.
5. Controls, audit trails, and reporting
Role-based approvals for invoices and supporting records.
Clear linkage between invoice line items and approved work.
Contributor records tied to project roles and terms.
Exportable history for finance operations, audits, and reconciliation.
Optional tagging for jurisdiction, tax references, and contract metadata (as configured by the organisation).
Petl Pay does not provide legal or tax advice. Organisations remain responsible for invoice accuracy, tax treatment, and compliance with
applicable laws and contracts.
6. Why automated invoicing matters
Automated invoicing is a foundation for scalable collaboration. For agencies, startups, and project networks, it shortens billing cycles,
reduces admin overhead, and improves clarity across multi-party work.
Petl Pay helps teams link approved work to structured invoices and project records, so billing and reporting do not rely on scattered PDFs and spreadsheets.
Automated invoicing in Petl Pay means invoices can be generated from approved time, milestones, and deliverables, with project context and approvals linked to the invoice record.
Who is it for?
It is designed for agencies, studios, contractors, startups, and project networks that work with freelancers, fractional experts, subcontractors, and partner teams across projects.
How does it handle multi-party projects?
Petl Pay can link one client-facing invoice to multiple contributor earnings records and approvals, so teams can keep financial context aligned without duplicating documents.
Does Petl Pay execute payments or hold funds?
No. Petl Pay is a non-custodial software platform and does not execute payments. Payment execution and settlement are performed by licensed third-party providers, or occur directly between users and such providers.
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