AUTOMATED CYCLE BILLING
Draft Every Invoice
In One Click.
Run billing for every customer whose cycle just closed in one click. Preview the batch, deselect anyone you want to hold, confirm. Drafts every time nothing sends without your approval.
THE END OF BILLING DAY
Eight hours becomes one click.
Billing day used to mean opening QuickBooks, opening the route tool, cross-referencing completed services, and building each invoice by hand. PortaPro replaces all of that with one button on the Invoices page: Run Billing Cycle.
WHAT HAPPENS WHEN YOU CLICK
The whole batch, before anything sends.
PortaPro sweeps every customer whose cycle just closed — every active service location, every Additional Charge — and shows you the full preview. Deselect anyone you want to hold. Confirm.
| Customer | Service Period | Estimated Total | Status | |
|---|---|---|---|---|
| Acme Construction | Mar 26 – Apr 22 | $1,485.00 | Ready | |
| BlueRiver Festivals | Mar 26 – Apr 22 | $3,920.00 | Ready | |
| Northpoint Events Co. | Mar 26 – Apr 22 | $240.00 | Ready | |
| Cedar Park Maintenance | Mar 26 – Apr 22 | — | Already Billed | |
| Hilltop Holdings | Mar 26 – Apr 22 | — | No Rate Set | |
| Linden Logistics | Mar 26 – Apr 22 | — | No Work | |
| Mountain View Rentals | Mar 26 – Apr 22 | $620.00 | Ready |
Every draft lands in your queue ready for review. Open one, edit any line item price inline, adjust quantities, add manual lines, and send when ready.
SAFETY NETS
Idempotent, and never auto-sent.
Duplicate prevention is automatic
Run the batch in the morning, run it again at the end of the day. If a customer already has a Cycle Invoice for the period, they're skipped — no duplicate invoices, ever. Catch the late-closing cycles without thinking about it.
Drafts, always drafts
Nothing leaves PortaPro without your final review. Edit any line, adjust the period, add notes, or kill the invoice entirely. The system suggests; you decide what hits a customer's inbox.
ONE AT A TIME
Or run a single customer.
The per-customer button on the Rate Card uses the same logic for a single account — useful when one customer is ready before the batch, or when you want to verify what an invoice will look like before running the full sweep.
Get Started
Reclaim your billing day.
One click. Drafts for every customer whose cycle just closed. You review and send.
Get started in under 2 minutes.