Enlivy application · 4 min read
Why I call Enlivy a commercial operations platform
Why I call Enlivy a commercial operations platform: one deal carried from price to renewal without retyping it, and what the name does not cover.
Tag
service business
11 articles
Management · 7 min read
What a proforma invoice is, and when to send one instead of an invoice
A proforma invoice commits to a price without creating a tax liability. When to send one, what it must say, and the moment it has to become a real invoice.
Management · 6 min read
The retainer agreement: what to settle before the first month starts
A retainer agreement answers three questions before they get expensive. The four models, the clauses that prevent arguments, and what unused capacity does.
Management · 6 min read
What a master service agreement is, and when your business actually needs one
A master service agreement settles the terms once, so each new project starts at the work. What belongs in it, what belongs in the SOW, and when to skip it.
Management · 6 min read
Matching payments to invoices: the handoff nobody automates
Partial payments, bundled transfers and FX turn reconciliation into detective work. Here is why matching breaks and what it takes to close the last handoff.
Management · 6 min read
How to chase an unpaid invoice without wrecking the relationship
Most late payments are not refusals, they are process failures on the client side. Here is a sequence that gets you paid without spending the relationship.
Management · 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 · 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 · 6 min read
Recurring billing for service businesses: which model you actually need
Managed billing schedules or self-serve subscriptions? The two models solve different problems, and picking the wrong one costs you either revenue or hours.
Management · 6 min read
How to bill a retainer client without rebuilding the invoice every month
Retainers are the easiest revenue to lose track of. Here is how to set one up to bill on schedule, stay auditable, and survive the month you forget about it.
Management · 9 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.