clientst0r billing: contracts, quotes, invoices and reconciliation
For service managers, account managers and the people who send the invoices: clientst0r contracts (types, allowances, recurring billing, proration, usage meters, pause and end dates), quotes with approval routing and e-signature, invoices from tickets and charges, credit memos, tax and late fees, the pre-invoice approval gate, pushing to QuickBooks Online or Xero, and the reports that find unbilled work and disputed overage. Includes the billing fixes of September 2026 and what they mean if you run an older release.
- Level
- Intermediate
- Length
- About 50 minutes
- Contents
- 3 lessons · 1 video · final exam
- Status
- Published · updated 2 Oct 2026
- clientst0r · open source
- clientst0r · open source
Skills you'll practise
- Set up contracts that bill correctly: type, allowance, rates, recurring frequency, proration, meters and end date
- Take a quote from draft through approval and e-signature to an invoice
- Generate, approve, credit and push invoices, knowing how tax and late fees are calculated in current releases
- Explain covered, split and overage time and use agreement reconciliation to answer a billing dispute
- Use the aging, leakage and reconciliation reports to find money that hasn't been billed or collected
Course outline
- 1.clientst0r billingVideo · 2 min
- 2.Contracts that bill themselvesLesson · 17 min
- 3.Quotes and invoicesLesson · 17 min
- 4.Accounting and the money reportsLesson · 16 min
- 5.clientst0r billing: contracts, quotes, invoices and reconciliation: knowledge checkKnowledge check · 16 questions
- 6.Final exam10 questions · passing it completes the course, so people who already know the material can test out
Sources it draws on
The lessons and questions are written from these references, so learners can go back to the original.
- clientst0r README: positioning, security summary, updating and backups, limitations
- clientst0r FEATURES.md: vault, native PSA (SLA engine, workflow rules, contracts, quotes, invoices, approvals), integrations, data import
- clientst0r CHANGELOG.md: release history (vault access rules v3.17.163, approvals and break-glass v3.17.241/247, SLA pause and breach recording v3.17.563, billing fixes v3.17.561 to v3.17.581, multi-organization API v3.17.496)
- MSP Zero: clientst0r tool page
See it with your own jobs and topics
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