Connected to Projects
Keep invoices associated with the project and client they belong to.
Lead Captured · API · Forms · Import
Qualified → Auto Create Contact & Deal
Deal Won → Project Instantly Created
Send Contract · Your Terms · Your Client
Send Welcome → Client Workspace Deployed
Client Uploads Assets · Structured Onboarding
Tasks Sync → Kanban · Calendar · Reminders
Execution Tracked · Every Action Logged
Delivery Completed · Full Timeline Recorded
Repeat the Loop · Scale Without Chaos
Lead Captured · API · Forms · Import
Qualified → Auto Create Contact & Deal
Deal Won → Project Instantly Created
Send Contract · Your Terms · Your Client
Send Welcome → Client Workspace Deployed
Client Uploads Assets · Structured Onboarding
Tasks Sync → Kanban · Calendar · Reminders
Execution Tracked · Every Action Logged
Delivery Completed · Full Timeline Recorded
Repeat the Loop · Scale Without Chaos
CLIENT BILLING SYSTEM
Turn completed work into professional invoices.
Create invoices for your projects, send professional billing documents to clients, and keep invoice records connected to the work they belong to.
Creative Ecom Builder keeps project billing organized while automatically reflecting invoice records in the relevant isolated client workspace. Clients can view the invoice information made available to them through their client workspace without manually connecting the invoice to onboarding or the workspace.
✓ Project-connected billing
✓ Automatic client workspace reflection
✓ Invoice delivery visibility
See It in Action →
Billing that stays connected to the work
✓
Client workspace
Invoice reflected
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Billing records
Connected to project
Professional Billing
Prepare professional billing documents with your business information.
Delivery Visibility
Keep track of invoice delivery and available invoice activity.
Clear Billing Records
Keep invoice totals, payment details, and outstanding balances organized.
THE BILLING LAYER
An invoice is more useful when it stays connected to the work.
Keep project billing and invoice records organized in Creative Ecom Builder. When an invoice belongs to a project, its records are automatically reflected in the relevant isolated client workspace. There is no additional step to manually connect the invoice to the onboarding workspace or client workspace.
PROJECT-CONNECTED BILLING
Explore Client Activation →
Create the invoice from the project.
Create an invoice for the specific project and client it belongs to. Keep billing details connected to the work instead of treating each invoice as an unrelated document.
The invoice record is automatically reflected in the relevant isolated client workspace. The client can view the invoice information available through that workspace without manually linking the invoice during onboarding.
01
Create the invoice
Prepare billing for the relevant client and project.
02
Keep billing records connected
Maintain the invoice within the project’s billing workflow.
03
View it in the client workspace
Invoice records are automatically reflected in the relevant isolated workspace.
PROJECT BILLING
Connected invoice records
Project.
Invoice.
Automatically reflected.
HOW BILLING CONNECTS
From project work to client invoice access.
Invoice records follow the connected project workflow and are automatically reflected in the relevant isolated client workspace.
Start with the project
Keep the client, project, and billing context connected.
Create the invoice
Prepare the invoice and its associated billing details.
Reflect it automatically
The invoice record appears in the relevant isolated client workspace.
Client views the invoice
The client can view the invoice information made available in their workspace.
✓
No manual invoice-to-workspace connection. The invoice is automatically reflected in the relevant isolated client workspace.
AUTOMATIC CLIENT WORKSPACE REFLECTION
See the Client Activation workflow →
The invoice is already reflected where the client can view it.
When invoice records are associated with a project, they are automatically reflected in the relevant isolated client workspace. The client does not need to connect the invoice to the workspace as a separate onboarding task.
This keeps the billing workflow connected to the project and its client. The client can access invoice information made available through their workspace, while your team continues managing the invoice through the platform’s billing workflow.
✓
Invoice records automatically reflected in the relevant workspace.
✓
No separate manual invoice connection during client onboarding.
✓
Client-facing invoice visibility through the relevant workspace.
C
Workspace
Client Workspace
Project records
PROJECT
Project Billing Records
Invoice Record
Automatically reflected
Available
✓ Reflected automatically
Client invoice access
Viewable through the client workspace
INVOICE MANAGEMENT
Keep billing organized from creation to payment.
Manage invoice records as part of your agency’s project and client workflow.
Project-Connected Invoices
Keep invoice records associated with the relevant client and project, making billing easier to follow within your agency workflow.
Professional Billing Documents
Prepare invoice documents with the relevant billing details for your business and client.
Invoice Delivery Visibility
Keep invoice delivery and available invoice activity connected to your wider billing workflow.
Payment Record Visibility
Keep payment details and outstanding billing records organized for easier review.
Billing Context
Review invoice information in the context of the project and the client it belongs to.
Connected Client Workflow
Invoice records are automatically reflected in the relevant isolated client workspace for client-facing visibility.
INVOICES & PAYMENTS FAQ
Frequently asked questions.
Do I need to manually connect an invoice to the client workspace?
No. Invoice records are automatically reflected in the relevant isolated client workspace. You do not need to perform a separate manual step to connect the invoice to the onboarding workspace or client workspace.
How can a client view an invoice?
Invoice records are automatically reflected in the relevant isolated client workspace. The client can view the invoice information made available through their workspace.
Does invoice visibility require an extra onboarding step?
No separate invoice-to-workspace connection is required. Invoice records are automatically reflected in the relevant isolated client workspace as part of the connected workflow.
Are invoices connected to projects?
Creative Ecom Builder’s invoice workflow is designed to keep billing associated with the relevant client and project, rather than treating invoice records as unrelated documents.
What does an isolated client workspace mean for invoice access?
The invoice is reflected in the relevant isolated client workspace associated with the project. The client can view the invoice information made available through that workspace.
Where can I learn more about the connected client workflow?
Visit the Client Activation feature page to explore the client onboarding workflow, or see Activity Intelligence for more about activity visibility.
CONNECTED BILLING. LESS MANUAL WORK.
Keep your invoices connected to the work. Let the workspace reflection happen automatically.
Manage project-connected invoices and keep invoice records automatically reflected in the relevant isolated client workspace, where clients can view the information made available to them.
Explore Client Activation → Explore Activity Intelligence →
See It in Action →
PROJECT-CONNECTED BILLING