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Generate and Review Professional Services Billing in Flex

Turn approved engagement activity into a controlled client billing record.

4 min readVerified Jul 25, 2026Batoi Flex
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What this page helps you accomplish

Turn approved engagement activity into a controlled client billing record.

Batoi Flex · Professional Services
Accountable roleEngagement Manager
Business taskBilling
Completion signalThe invoice accurately reflects approved engagement activity and can be traced to its commercial basis.
1 Confirm

Scope and authority

Access to the appropriate authenticated workspace through My Batoi Authority for the records, action, or decision involved

2 Act

Billing

Turn approved engagement activity into a controlled client billing record.

3 Verify

Observable business result

The invoice accurately reflects approved engagement activity and can be traced to its commercial basis.

Potential issue and recovery

Eligible work is missing, duplicated, or billed at the wrong rate.

Recommended recovery: Hold issue, correct the time or fee source, regenerate the draft, and repeat commercial and tax review without overwriting prior evidence.

Who should use this article

This article is for engagement managers who are authorized to complete or review the task in the intended workspace. The person making a consequential operational, commercial, academic, care, access, or compliance decision remains accountable for the result.

Before you begin

  • Access to the appropriate authenticated workspace through My Batoi
  • Authority for the records, action, or decision involved
  • Use a sanitized demonstration record for practice and confirm the intended workspace, role, scope, and responsible owner before changing operational records.
  • Do not place passwords, connection secrets, personal data, regulated information, private documents, or payment details in notes, prompts, screenshots, or exports.

Workflow overview

Generate and Review Professional Services Billing in Flex workflow Select approved work followed by Generate draft followed by Review rates and tax followed by Approve invoice followed by Follow payment. Generate and Review Professional Services Billing in Flex Select approvedwork Generate draft Review ratesand tax Approve invoice Follow payment
Follow the verified sequence and keep the accountable human decision visible at every review or exception point.
Batoi Flex Invoices screen supporting professional billing review and payment follow-up
Professional billing converts approved time and fees into a reviewed invoice without losing engagement evidence.

Complete the workflow

  1. Confirm the workspace and responsibility. Enter the authorized workspace through My Batoi. Confirm the workspace name, your current role, the record or review period, and the person accountable for the result.
  2. Open the current product area. Open Professional Services billing and select the intended engagement and billing period. Confirm approved time, fees, exclusions, rates, and commercial terms.
  3. Check prerequisites and source records. Make sure the required capability, connection, status, relationship, approval, and safe information boundary are ready. Search before creating a new record.
  4. Perform the task. Generate the draft, review included entries and adjustments, apply the approved tax and invoice settings, and hand the reviewed result to Billing.
  5. Review the result. Check engagement scope, period, approvals, rates, quantities, expenses or fees, exclusions, tax, recipient, total, and invoice linkage.
  6. Verify and retain the outcome. The issued invoice agrees with the reviewed engagement billing summary and every included entry has an approved basis. Record every exception and follow-up with an owner and review date.

Verify the result

  • The workspace, role, record, period, and Industry Pack still match the intended scope.
  • The invoice accurately reflects approved engagement activity and can be traced to its commercial basis.
  • The visible status, source evidence, owner, exception, and next action agree with the completed work.
  • An authorized reviewer can understand the result without relying on hidden assumptions or information outside Flex.

Troubleshooting and recovery

What you seeWhat to checkSafe next action
Eligible work is missing, duplicated, or billed at the wrong rate.Workspace, role, entitlement, source record, status, ownership, required fields, and approval evidence.Hold issue, correct the time or fee source, regenerate the draft, and repeat commercial and tax review without overwriting prior evidence.
The expected page or action is missing.Current role, team scope, Industry Pack availability, workspace subscription, record state, and prerequisite setup.Stop and ask an authorized Owner or Admin to review access. Do not use another person’s account or bypass the control.
The result conflicts with evidence or another register.Source ownership, date range, status definitions, duplicate records, latest update, and correction history.Do not mark the task complete. Return it for correction or escalate it to the accountable owner.

Safety and governance

Protect restricted information. Keep client rates, time detail, commercial adjustments, tax information, invoices, and payment references private. Use permission-controlled Flex records and the minimum information required for the task.

Do not copy authenticated page addresses, record identifiers, connection details, browser notifications, account information, or unrelated workspace content into public documentation or external communication.

Use Batoi Intelligence safely

Helpful tip: Ask Batoi Intelligence to summarize permitted billing exceptions, then require the engagement manager and Finance reviewer to approve the result.

Next step

Continue with the next verified article in this Product Guide, or return to the Batoi Flex Product Guide.