Tag

quote to cash

3 articles

Management August 12, 2026 · 6 min read

Quote to Cash for Agencies: Billing When Everyone Works on Everything

Agency billing breaks differently: mixed retainers and projects, pass-through costs, and scope captured too late. Here is how to bill without losing margin.

Management August 12, 2026 · 6 min read

From Accepted Proposal to Paid Invoice Without Retyping Anything

The handoff from an accepted proposal to an invoice is where scope quietly changes. Here is why it drifts, what it costs, and how to make the two agree.

Management August 12, 2026 · 8 min read

Contract to Cash: The Workflow Service Businesses Get Wrong

The contract-to-cash workflow is a chain of handoffs, and most service businesses lose money at four of them. Here is where it breaks and how to close each gap.