Clear, Customisable, Connected, Invoicing & Billing
Managing invoices shouldn’t be a project in itself. Wisdom simplifies the process, giving you complete visibility of what’s been billed, what’s due, and how it all fits together - across both projects and retainers.
Why Wisdom Invoicing & Billing?
Built for how you actually work
From complex project payment schedules to ongoing monthly retainers, Wisdom is designed to reflect the way agencies really operate. You’re not locked into rigid templates - instead, you can create, customise and track invoices in a way that aligns with your workflow, giving you full visibility and control at every stage.
- Custom stage payments
- Set tailored payment schedules for any project, with dates for when invoices are issued and payments are received. Perfect for larger projects that need a phased approach.
- Service breakdowns that make sense
- Whether it’s internal time, a freelance designer or a third-party videographer, all services can be linked to the project - with clear breakdowns and totals that update automatically. Choose to include them in the total budget or track them separately.
- Seamless retainer invoicing
- Monthly retainer values generate automatically, complete with editable breakdowns. Add third-party fees, make timesheet tweaks, and export detailed reports - all ready to send or integrate directly with Xero.
- Always accurate
- Every project and retainer comes with a unique ID, creating a robust audit trail. No more missed invoices or billing errors - just clarity and confidence.
- Track payment progress with ease
- Log when stage payments are issued and when they’ve been received, so you’re never left chasing or guessing. Real-time visibility keeps your cashflow healthy and your records clear.
- Smart linking of services and suppliers
- Easily connect third-party costs - like freelancers or production partners - to individual projects. Totals update automatically, and you decide whether to add to the project value or absorb into the existing budget.
Stay on Top of Every Invoice
From the first quote to the final payment, Wisdom makes it easy to track every invoice - what’s been sent, what’s outstanding, and how each figure is made up. Whether you’re billing by stage, by month, or by milestone, you’ll have total clarity.
Track issued and received payments
Log invoice dates, due dates, and payment receipts in one place - so you’re always up to speed on what’s been paid and what’s still pending.
Transparent breakdowns
View exactly how each invoice is made up, from time entries and deliverables to third-party fees - giving you and your clients confidence in every line item.
Retainer and project integration
Invoices link directly to the projects and retainers they came from, ensuring nothing slips through the cracks and every pound is accounted for.
Fair Billing
Automatic 15-minute minimum ensures fair compensation while showing exact tracked time.
Quick Access
Recent clients at your fingertips. Smart search finds any client or project instantly.
Week View
Navigate your week effortlessly. Jump to any date or return to today with one click.
Full Visibility, Zero Headaches
Where Finance Meets Flow
A simpler way to manage invoicing across every project and retainer - with complete confidence in what’s gone out, what’s been paid, and what needs chasing.
- Instant access to all invoices.
- See every invoice linked to its project or retainer, filter by status or date, and never miss a beat.
- Billing history at your fingertips.
- Review previous invoices, payment stages, and third-party costs – all neatly organised in one clear view.
- Smarter workflows, fewer mistakes.
- Custom schedules, auto-generation, and Xero integration keep everything moving - without the manual faff.
“Before Wisdom, invoicing was messy, inconsistent and full of holes. Now we’ve got total visibility - we can track what’s been billed, what’s been paid, and where any delays are. The Xero integration has been a game-changer. It just works.”
Frequently asked questions
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Yes - you can create fully flexible stage payment plans, add invoice dates, and log when payments have been received. Perfect for complex or high-value projects.
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