Module: Client settlements

Settlements with clients

A monthly settlement built from tasks, in the model you agreed with the client.

This area comes with a module you switch on when you need it.

List of client settlements in Yuteki: seven monthly settlements of four clients with draft, sent, accepted and paid statuses and amounts.
A view from the application. The data in the example is fictitious.

Three models, because that is what contracts look like

Hardly any agency bills all its clients the same way. One pays for hours, another buys a package, a third has a fixed retainer with a scope. Yuteki handles all three models side by side, so there is no need to bend the contract to the tool or keep a second record in a spreadsheet.

An hour package that keeps track of itself

A package with rollover carries unused hours over to the next month and counts overtime separately, at an agreed rate. The balance is visible as you go - both you and the client know how much is left before the month ends. That cuts off the most common argument in this model: "I thought I still had some".

A breakdown instead of a discussion

The settlement is built from completed tasks and their estimates in the agreed model, not from a summary written by hand. In their portal the client gets the same breakdown you see: what was done, how many hours, what amount. They can approve it there, and the settlement records who did it and when.

In short

  • Three models: hours on demand, an hour package and a fixed monthly retainer.
  • A package with rollover of unused hours and a separate overtime rate.
  • Net or gross settlement, with an instalment plan and payment due dates.
  • Approval by the client in the portal, recording who approved it and when.
  • Settlement documents and reminders about overdue payments.

What the Client settlements module includes

Settling work with the client: hour packages, overtime, instalments.

  • Hour packages, overtime and fixed prices per client
  • Settlements in the client currency, with VAT and instalments
  • Sending a settlement for the client to accept

Requires: Clients

Included in the packages: Agency, Everything

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