Deep Financial Integration, Real Control

Yes. When team members log hours on tickets and mark them as "Closed," they automatically appear in invoice review. You see all completed tickets with their logged hours, can adjust times up or down (for example, billing the estimated 12 hours instead of actual 10.75 hours), edit ticket titles for clarity, or exclude specific tickets from billing. The system multiplies hours by your hourly rate, and you approve everything before the invoice becomes official. No more manual spreadsheets tracking which tickets were billed.

Yes. Products and subscriptions from your catalog automatically generate invoice items based on defined intervals. Whether it's monthly hosting, annual licenses, or user-based pricing – Leadtime tracks what's due and creates the charges in invoice review. These recurring items appear alongside your project work and ticket hours, so you handle all billing types in one place. You set up the product once with its pricing model, and the system handles the recurring billing from there.

You create quotes either directly from projects (for detailed project quotes with components, products, and versions) or as express quotes from tickets (for quick add-on services). Project quotes are built from your project configuration – you select which version to quote, add products, set fixed prices and subscriptions, and generate a professional PDF. The quote can have different statuses (Draft, Pending, Accepted) and tracks who's responsible. Once accepted, the quote can be converted into an invoice. The Sales → Estimates area shows all quotes in list or Kanban view with their total potential revenue.

Express quotes live directly inside tickets and let you respond to client requests in under 30 seconds. You enter estimated hours, add products from your catalog if needed, and click "Create express quote." The client receives an email with an "Accept or Reject" button and a PDF attachment. They can commit immediately without back-and-forth emails. Once accepted, the quote automatically becomes billable through the normal invoice review process. This turns "I need a quote for this small feature" conversations into closed deals the same day.

Yes. Once you approve an invoice in invoice review, Leadtime creates an official document with sequential numbering. You can send it directly by email from the system, download it as PDF for manual sending, or mark it as "sent" if you handle distribution externally. The invoice moves to the Receivables area where it's tracked through its lifecycle – from "New" to "Sent" to either "Paid" or "Overdue." This eliminates the need for separate invoicing software and keeps everything in one place.

The invoice automatically moves to the "Overdue" tab once the payment deadline passes – no manual tracking needed. You see exactly how many days it's overdue and can send two-stage reminders directly from the system. First and second reminders are tracked with send dates, and you can add reminder fees and late payment interest that's calculated automatically based on overdue days. Each reminder includes formal text, outstanding items, and optional charges. This systematic approach ensures nothing falls through the cracks and maintains audit-proof documentation of all dunning communication.

Yes. Retainers define monthly hour packages billed at fixed flat rates. You configure the monthly fee, included hours, and reference hourly rate for overtime in the project settings. When invoice review runs, Leadtime automatically includes the retainer as a fixed item. If more hours are used than included, overtime is billed at the standard rate. If fewer hours are used and carryover is enabled, remaining hours roll over to the next month. The system transparently shows the breakdown – base package, overtime charges, or carried-over hours. This makes predictable recurring revenue automatic.