Clients & work
Keep client, project and work context together.
The financial workflow aroundyour client work, connectedfrom start to finish.
9Books keeps client work, billing, approvals, invoices and payments in one clear workflow.
Five connected areas. One flow.
Billing
Set billing rules around the work being done.
Invoices
Build and manage invoices with the context already there.
E-signingComing in beta
Keep approval and signature activity beside the work.
Payments & visibility
See what is paid, outstanding or needs attention.
Continuity
Context moves with the work.
Visibility
See what happened and what needs attention.
Control
Important actions stay in your hands.
From client work to payment.
- Client
- Project / work
- Billing
- Approval / e-signComing in beta
- Invoice
- PaymentPaid in full?
- YesMark paid
- NoRecord partial
- Visibility
Context carries forward. Each step still waits for you.
A closer look
- Capture the work Keep client activity and work context together from the start.
- Bill with context Set the billing cycle and keep approval beside it.
- Build the invoice Create it from work and billing context already captured.
- See what needs attention See paid, outstanding and overdue activity at a glance.
Coming in beta
Ask 9Books.Review the draft. Approve when ready.
Ask a question, review the draft, then approve.
- What’s overdue this month?
- What did we bill LunaEdge this quarter?
- Draft next month’s retainer invoice for NovaSpark.
A clearer path from client workto money tracked.
Name, work email and company. That’s all we need.