Automated invoicing software for agencies
Invoice clients from the meetings you actually delivered: billable meetings become Procountor invoices, with SDR commission from the same rows.
What's in it
Products per client
Each client has products carrying both the client price and the SDR commission, with one default.
Billable by rule
A meeting is billable when it is held, or a no-show not flagged for reschedule. Cancelled and credited meetings never bill.
Frozen prices
Each meeting keeps the price it was booked at, so a later price change never rewrites history.
Billing records with a lifecycle
Creating, ready, invoiced, sent, paid — every state visible to finance and to the client.
Period seal
Closed periods are sealed so a late edit cannot silently change an invoiced month.
Procountor invoicing
Invoices are generated in Procountor automatically and their status is polled back.
Commission from the same rows
SDR commission is created from the same booking, once, so pay and invoice can never disagree.
Invoices built by hand from a meeting list
For an agency paid per meeting, month end is a reconciliation job — done twice, once for invoices and once for SDR pay.
Today
- Pull the meeting list and check which were held
- Remove no-shows and cancellations by hand
- Apply each client's price and build the invoices
- Repeat the exercise for SDR commission
With Dialbrew
- Each booking already carries its client, product and outcome
- One rule decides what is billable
- Billing records become Procountor invoices
- SDR commission comes from the same bookings
How a meeting becomes an invoice
- 1
Meeting booked
On a client project, with the product it bills as. The price is frozen at booking.
- 2
Outcome recorded
Held, or a no-show not flagged for reschedule, makes it billable.
- 3
Billing record
Creating, ready, invoiced, sent, paid — visible to finance and the client.
- 4
Period sealed
A late edit cannot silently change an invoiced month.
- 5
Invoiced in Procountor
Generated automatically; the status is polled back.
The client portal reads the same records, so the client can see which meetings are on which invoice before they ask.
SDR pay and client invoices from the same meetings
The booking that bills the client also creates the SDR’s commission row — exactly once, enforced by the database. When a meeting becomes a no-show or a credited cancellation, both sides move together. There is no second spreadsheet for payroll.
Built for zero billing errors
That is the design goal. Billable status comes from one shared rule, prices are frozen, periods are sealed, and invoice generation is idempotent, so a retry never double-bills.
Related: meeting outcomes, SDR commission management and how to price appointment setting.