Billable work is not billed on time
Milestones are reached and fees are earned, but the invoice waits for someone to remember. Cash arrives late because the paperwork did.
Service businesses
Professional Services
Connect clients, engagements, expenses, invoices, collections, and financial reporting without forcing service work into a product-based process.
eSolverBooks / Reports / Profit & loss
One connected workflow
See the complete operational and financial picture
Service organizations need to understand more than total revenue. eSolverBooks connects client billing with project-related costs and collections, helping teams follow the financial position of each engagement and the business as a whole.
The everyday problem
Where businesses like yours lose time and money
Project costs are invisible
Travel, subcontractors, software and staff costs are paid from several accounts. At the end of an engagement nobody is sure it earned what was quoted.
Retainers repeat by hand
Monthly fees are copied from last month's invoice, with the occasional missed client.
Tax on services is easy to get wrong
Service invoices carry VAT and clients often deduct tax at source. Keeping those straight by memory causes reconciliation headaches.
Core capabilities
Everything the workflow needs to stay connected
Client records
Maintain billing details, contacts, tax information, payment terms, and a complete transaction history for each client.
Flexible invoicing
Prepare invoices for fixed fees, milestones, retainers, recurring work, or other agreed service arrangements.
Project expenses
Classify employee, supplier, travel, and operating costs against the relevant client or engagement.
Receivable visibility
Track issued invoices, receipts, credits, outstanding balances, due dates, and collection activity.
Approval controls
Use roles and review steps to keep expenses, billing, and financial adjustments accountable.
Performance reporting
Review income, cost, outstanding balances, and project contribution from connected transaction data.
How it works
A clear path from setup to reporting
Set up the engagement
Create the client record, define billing terms, and prepare the relevant project or cost structure.
Record delivery
Capture billable milestones, related expenses, supporting documents, and internal approvals.
Bill and collect
Issue the invoice, follow the receivable, record payment, and review financial performance.
Business outcomes
Turn connected records into practical control
More consistent client billing
Project costs connected to financial records
Clearer outstanding client balances
Better engagement-level visibility
Compliance
Tax on services, kept straight
Service firms usually bill clients who deduct at source and receive supplier invoices that need the same. The accounts have to show both.
- Invoices carry VAT according to your configured rates; the standard rate is 15%.
- VDS and TDS you deduct on supplier payments are recorded with the payment and tracked through to deposit.
- The monthly Mushak-9.1 return is prepared from recorded sales and purchases, due by the 15th of the following month.
Day one
What you can do on your first day
- 1Add your clients with billing details, payment terms and tax information.
- 2Create your service items with VAT treatment.
- 3Set up cost centers for your main departments or engagements.
- 4Raise your first invoice and send or print it.
- 5Set up recurring invoices for retainer clients (Professional and Enterprise).
- 6Record expenses against the right cost center.
- 7Read profit and loss for the month to see where you stand.
Questions
Common questions about Professional Services
Can I invoice for services and not stock items?
Yes. Products and services are both supported, and service invoices do not need stock.
Can I set up recurring invoices for retainers?
Recurring invoices and reminders are part of the Professional plan and above.
Can I track costs by client or project?
Cost centers and budgets, available on Professional and Enterprise, let you tag income and cost to an engagement or department and compare against budget.
Can I record VDS and TDS on supplier payments?
Yes. VDS and TDS are applied when the supplier payment is recorded, so gross, deduction and net stay linked on one record.
Can my team submit expenses for approval?
Approval workflows are included on the Enterprise plan. Professional adds advanced user roles for tighter control.
Does it track staff time or timesheets?
No. eSolverBooks focuses on invoicing, expenses, collections, banking, VAT and financial reporting. It does not include timesheets.
Get started
Build this workflow around your business
Discuss your current process, data, team, and reporting requirements with eSolverBooks.