Invoicing software for certification and inspection bodies

Turn completed audits into accurate invoices — automatically. Billable hours, costs, and fees flow straight from the audit into approved invoices, with a clean trail from quote to payment.

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Why does revenue leak before the invoice is even created?

The problem is rarely the invoice itself — it’s what happens before it. When completed work isn’t visible to finance, billable hours sit outside the process, or write-offs live in separate files, money is lost before anyone opens a template. By the time the invoice is made, the damage is done.

What does automated invoicing deliver?

Every billable item — quoted work, extra hours, expenses, and cancellation fees — is captured at the right moment and turned into an approved invoice. Finance sees what’s billable directly in the workflow, and every credit, reminder, and reissue stays linked to the original record. The result: shorter payment cycles and a healthier cash position.

How does Zertic
invoicing work?

Zertic takes billing from captured work to a sent, archived invoice in one continuous flow. The (execution and/or certification) workflow triggers the invoicing. Invoices are automatically created in draft, only for finance to approve.

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CAPTURE

Bill at the right moment

 

Create invoices before the audit, after execution, or at a specific workflow step. Zertic supports upfront billing, post-audit billing, and payment-before-work-starts, depending on the standard or how you operate.

BUILD

Accurate drafts without spreadsheets

Draft invoices are built from quoted work, booked hours, costs, and actuals. Handle exceptions — unbillable hours, split billing, cancellation fees, and offsets — without leaving the workflow.

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APPROVE & SEND

Full control and traceability


Review and approve drafts, then send digitally. Once approved, revenue is booked, the invoice is numbered, and the document is archived automatically — no manual filing, no loose PDFs.

MANAGE

Credits, reminders, and reporting in one place

Issue credit invoices, resend reminders, and track what’s outstanding — all linked to the original record. Finance gets live reports on bookings, productivity, and payment behaviour.

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BILLING

Billing from your finance system

Zertic finance API seamlessly integrates with your finance system, and sending invoices from your own finance system is fully supported.

Time and expense tracking, built into the workflow

Accurate invoices start with accurate hours. Zertic captures time and expenses inside the audit workflow, so approved data flows straight into billing.

  • Project-linked time capture — auditors can book time inside Execution, where the project, task, and site are already known, so entries are fast and correctly attributed. Or you can decide to just invoice the budgeted hours without requiring the auditors to book their hours.
  • Expense declaration — travel and other costs are logged with attachments against the right project, giving finance the full context for reimbursement and billing.
  • Approve and lock — managers approve time in one click; approved entries lock into an audit trail that protects data integrity for finance and accreditation.
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What changes when invoicing is part of the workflow?

WITH OUT ZERTIC

  • Finance relies on manual updates to know what’s billable
  • Management lacks visibility into billed, pending, or lost revenue
  • Credits and reminders create admin and weaken traceability
  • Quotes, extra hours, and write-offs live in separate files

WITH ZERTIC

  • Finance sees billables directly in the workflow
  • Draft invoices auto-built from live project, booking, and cost data
  • Credits, reminders, and reissues stay linked to the original invoice
  • Reports highlight invoiced-versus-pending items and revenue risk

Why choose Zertic for certification invoicing?

Zertic Invoicing is built for the realities of certification billing — quotes, execution, cancellations, additional hours, and accreditation-driven traceability all affect the invoice. It gives finance a controlled process while keeping billing tied to the actual audit lifecycle.

Bring invoicing into the certification workflow

If your team wants faster billing, fewer missed charges, and a clear trail from quote to payment, Zertic gives finance control without disconnecting billing from operations.

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Invoicing: Common Questions

Yes. Zertic supports invoicing in advance based on the quote, including setups where payment must be received before work starts.

Yes. Zertic creates invoices after execution based on booked hours, costs, or actuals, depending on your configuration.

Hours and costs can be marked non-billable during invoice creation, keeping the financial history intact while keeping those items off the invoice.

Yes. Auditors book project-linked time inside Execution, and travel and other expenses are logged with attachments — approved hours flow straight into invoicing.

Yes. Zertic supports split billing, so revenue on one project can be divided across customers while staying fully traceable.

A credit invoice is created from the original; the underlying entries are reversed and released so you can reissue if needed.

Yes. Cancellation fees can be triggered from the execution workflow and handled through the normal invoicing process.

Zertic provides a comprehensive report that can be imported in your finance system to migrate all financial data to your local finance system.