Batch invoicing: a full day to five minutes

Richie Lavery runs Phantom Property Marketing in Belfast. When his business was small, invoicing was manageable. A few clients, a few projects, a spreadsheet.

Then the business grew. Ten clients became twenty. Twenty became thirty. And suddenly, month-end was a full day of cross-referencing spreadsheets, checking which projects were completed, working out the right pricing for each client, and generating individual invoices.

“I was spending an entire day that I could have been shooting or growing the business,” Richie says. “And I still was not confident the numbers were right.”

The problem with spreadsheet invoicing

When you manage invoicing manually, you are doing three jobs at once: tracking which projects are complete, applying the correct pricing per client, and generating the actual invoice. Miss one project and you are leaving money on the table. Apply the wrong rate and you have got an awkward conversation.

For agencies working with multiple estate agents, each with different pricing agreements, the complexity compounds fast.

What batch invoicing looks like

With Kerb Appeal, every completed project is tracked automatically. At month-end, you select the projects you want to invoice, grouped by client. The system applies the correct pricing, calculates the totals, and generates PDF invoices for every client in one go.

What took Richie a full day now takes five minutes.

The numbers

Since moving to Kerb Appeal, Phantom Property Marketing has:

• Cut admin costs by 45%
• Scaled the business by over 100%
• Reduced invoicing from a full day to minutes

The invoicing is just one piece. But it is the piece that frees up the time to do everything else.