Turn delivery evidence into
defensible invoices automatically.
Effigate converts contracts, time records, deliverables, and SLA outcomes into governed invoices. Fixed Price, Hourly, Bucket-Based, and Scope-Based engagement models — without spreadsheet reconciliation.
A billing engine built for service delivery complexity
Four contract models, frozen rate cards, SLA deductions, and immutable invoices — all in one platform with the work records.
Four contract types
Fixed Price, Hourly, Bucket-Based, and Scope-Based engagements supported natively.
Frozen rate cards
Pricing terms stabilise at contract activation and cannot drift invisibly.
SLA deductions
Breach evidence connects directly to billing — credits applied as line items automatically.
Bucket consumption
Track remaining hours in prepaid contracts before overruns become client surprises.
Invoice immutability
Issued invoices are frozen — corrections require explicit action, protecting audit integrity.
Financial reporting
Revenue, margin, and invoice readiness feed into the executive reporting suite.
Four engagement types — no spreadsheet workarounds needed
Effigate supports the commercial models that real services businesses actually run. Each type has distinct billing rules that the platform enforces natively.
- Fixed Price: defined deliverables and milestones drive invoice readiness
- Hourly: approved time logs generate billable records at the agreed rate
- Bucket-Based: prepaid hours track consumption per job type category
- Scope-Based: deliverable sign-off triggers the next billing cycle
- Contract type is locked at activation — commercial model cannot drift
Deliverables
Rate cards frozen at activation protect billing integrity
When a contract activates, rate cards are frozen. Subsequent price changes in the rate card library do not affect the active engagement — preserving commercial trust and invoice defensibility.
- Standard, weekend, after-hours, priority, additional-hours conditions
- Out-of-scope work tracked separately from agreed scope
- Multi-tier support level rates (L1/L2/L3/Solution Architect)
- Tax defaults configurable per tenant and per invoice
- Rate audit trail shows original agreed pricing across invoice history
Billing Conditions
Bucket-based contracts with real-time consumption tracking
Prepaid hour bucket contracts track consumption from every ticket and task. Teams and clients see remaining hours before the contract exhausts — avoiding the surprise renewal conversation.
- Configurable bucket size (50h, 75h, 100h, or custom)
- Job type categories independently configurable — not linked to bucket size
- Real-time consumption dashboard visible to delivery team and client portal
- Low-balance alerts fire before bucket is exhausted
- Amendment workflow when additional hours are needed
Job Type Categories (3 / 5 allowed)
SLA breach evidence flows into billing automatically
When support commitments carry financial consequences, Effigate connects breach evidence from the SLA engine to billing deduction line items — without a manual finance reconciliation step.
- Breach records carry timestamp, duration, severity, and contract reference
- Deduction line items are generated from structured breach evidence
- Credits apply per the contracted SLA deduction schedule
- Client portal shows SLA timeline and deduction calculation detail
- Finance team has full audit trail for any credit dispute
Issued invoices are immutable — corrections require explicit action
Once an invoice is issued, Effigate freezes it. The commercial record cannot silently change. Corrections require an explicit credit note or amended invoice, preserving the integrity of the financial trail.
- Invoice status lifecycle: Draft → Review → Issued → Paid / Overdue
- Issued invoices require explicit corrective action to amend
- Payment recording and reconciliation tracked per invoice
- Overdue alerts trigger notification automation to collection contacts
- Invoice history accessible in client portal with supporting evidence
From contract activation to payment — a governed billing flow
Every invoice in Effigate traces back to actual work, contract terms, and approved time records.
-
1
Activate the contract
Define the commercial model, freeze rate cards, and set billing rules. The contract becomes the operational authority.
- Contract type
- Rate freeze
- Job type scope
-
2
Capture work evidence
Time logs, deliverables, ticket activity, and SLA outcomes accumulate the billing basis automatically.
- Time logs
- Deliverables
- SLA events
-
3
Prepare the invoice
Effigate assembles chargeable records, credits, taxes, and supporting detail into a reviewable invoice draft.
- Line items
- SLA credits
- Tax application
-
4
Issue and collect
Issued invoices are frozen. Payment is recorded, overdue alerts fire, and finance reporting updates automatically.
- Invoice issuance
- Payment tracking
- Reporting
Billing clarity for every stakeholder
Finance Teams
Invoice assembly relies on governed records, not manual reconstruction. Collections are tracked automatically.
Account Managers
Client-ready invoices with supporting evidence and SLA deduction detail that can survive a review.
Clients
Client portal shows invoice history, supporting evidence, and SLA credit calculations transparently.
Executives
Revenue, margin, and collection performance feed directly into the executive reporting suite.
Connect billing events to your finance and communication stack
Push invoice milestones, overdue alerts, and payment confirmations to the channels your finance and delivery teams rely on.
Slack
Send invoice-issued and payment-received events to Slack billing channels.
NotificationsDeliver itemised invoices and overdue reminders directly to client inboxes.
NotificationsMicrosoft Teams
Notify finance teams when invoices are approved, disputed, or overdue.
NotificationsGitHub
Trace billable effort back to pull requests and commits for audit evidence.
Source controlGitLab
Link merge request cycles to contract deliverables and billing periods.
Source controlQuestions about the Effigate billing engine
Yes. Effigate natively supports Fixed Price, Hourly, Bucket-Based, and Scope-Based contract types. Each model has distinct billing rules enforced by the platform — Fixed Price ties invoicing to milestone completion, Hourly converts approved time logs into billable records, Bucket-Based tracks prepaid hour consumption per job type category, and Scope-Based triggers billing on deliverable sign-off. The contract type is locked at activation so the commercial model cannot drift over the engagement lifecycle.
Yes. When SLA breaches carry contractual financial consequences, Effigate connects breach evidence from the SLA engine directly to billing deduction line items. Each breach record carries a timestamp, duration, severity classification, and contract reference. Deduction line items are generated from this structured evidence and applied at the contracted deduction schedule — no manual finance reconciliation step is required. The client portal surfaces the full SLA timeline and deduction calculation detail, and the finance team retains a complete audit trail for any credit dispute.
Once an invoice is issued in Effigate, it is frozen. The commercial record cannot be silently modified after it has been sent to a client. This protects audit integrity, prevents accidental or unauthorised changes to agreed billing, and ensures that the invoice history accurately reflects what was communicated. If a correction is genuinely required, the platform enforces an explicit corrective action — such as issuing a credit note or an amended invoice — so there is always a clear, traceable record of any change to the original billing position.
Bucket-Based contracts are prepaid hour arrangements where clients purchase a block of hours (for example, 50h, 75h, or 100h) that the delivery team draws down through tickets and tasks. The bucket size and the number of allowed job type categories are independently configurable — there is no hard-coded link between the two. Every time a time log is recorded against the contract, the remaining balance decreases in real time. Both the delivery team and the client (via the client portal) can see the current balance. Low-balance alerts fire before the bucket exhausts, and a formal amendment workflow governs any request for additional hours.
Rate cards in Effigate support multiple billing conditions beyond the standard rate: weekend work, after-hours delivery, priority-level surcharges, additional hours beyond scope, and multi-tier support levels (L1, L2, L3, Solution Architect). When a contract activates, the applicable rate card is frozen — subsequent changes to the rate card library do not affect active engagements. Each condition is evaluated per time log and applied automatically at invoice assembly. The full rate audit trail is retained, showing the original agreed pricing across the entire invoice history for any commercial review or dispute.
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