Pull line items directly from a bid or report and create a polished PDF in under a minute.Built-in validation checks totals and taxes before you send, cutting admin overhead and costly corrections.

• One-Click Invoice from Bid or Report. Generate a ready-to-send invoice directly from your approved bid or completed report—no manual entry required. AgileNDT automatically pulls in line items, quantities, rates, and descriptions, allowing you to produce a professional PDF invoice in seconds. It’s fast, accurate, and consistent every time.
• Automatic Invoice Numbering & Tax Calculations. Every invoice is automatically assigned a sequential invoice number, and applicable taxes are calculated based on your default rates or job location. This reduces errors and ensures compliance with regional tax requirements—no spreadsheet formulas or post-send corrections needed.
• Clone & Batch-Generate Invoices. Issue multiple invoices for similar jobs or recurring clients with ease. You can clone an existing invoice with a single click, or select multiple completed jobs and generate a batch of invoices at once—ideal for end-of-month billing or multi-site contracts.
• Email or Portal Delivery with Pay-Now Link. Send invoices instantly via secure email or post them to the AgileNDT client portal. Each invoice can include an embedded “Pay Now” link (if integrated with a payment gateway), making it easier for clients to review and pay without delays—shortening your billing cycle and improving cash flow.

Track issued, due and paid invoices at a glance—drill down by client, project or time-period. Make better cash-flow decisions with live financial insights and exportable data.

• Revenue Pipeline & Aged Receivables. Instantly view total invoice values across issued, due, and paid categories. Identify overdue accounts and visualize aging buckets (30, 60, 90+ days) to prioritize collections and improve cash forecasting.
• Custom Filters & Full-Text Search. Filter invoices by client, project, technician, or time range—or use full-text search to locate a specific invoice by PO number, note, or keyword.
• Export to CSV, PDF or API. Easily generate clean exports of filtered financial data for offline reporting, sharing with finance teams, or syncing with external systems like QuickBooks or SAP via API.
• Alerts for Overdue or Disputed Invoices. Get notified when an invoice is overdue, approaching its due date, or marked as disputed. Set thresholds for automated follow-ups to reduce collection delays.

Billing sits at the end of a fully connected chain—no data silos. Keep finance, operations, and clients on the same page—literally. With AgileNDT, your billing processes are directly tied into your inspection workflows, project tracking tools, and client communication portals.

• Bidirectional Sync with Project Management Tools. Connect AgileNDT with your project management or ERP systems to push and pull key data points. Whether it’s job statuses, costs, or milestones, you ensure consistency between operational and financial teams.
• Automated Data Entry & Validation. Eliminate duplicate entries with automatic population of billing fields from work requests, reports, and project metadata. Built-in validation ensures fields are complete, accurate, and consistent before approval.
• Real-Time Collaboration & Communication. Collaborate with finance, field teams, and clients in real time. Status updates, comments, and document approvals are instantly reflected across all relevant views—no emails or spreadsheets required.

Tamper-evident PDFs, full audit trail and role-based access mean your billing data is secure and regulator-ready. Meet ISO, SOC 2, and client audit requirements without extra paperwork or manual tracking. AgileNDT ensures financial transparency and data integrity at every stage.

• Immutable Audit Trail & Version History. Every invoice and billing action is time-stamped, versioned, and logged in an unalterable audit trail. Maintain full traceability for internal audits, regulatory reviews, or customer disputes—without lifting a finger.
• Granular Permissions & MFA. Control access down to the field level with role-based permissions, and add multi-factor authentication (MFA) for sensitive billing actions. Ensure that only authorized personnel can issue, edit, or approve invoices.
• Encrypted Storage & Secure Links. All financial documents are stored using 256-bit encryption and delivered via secure, expiring links. Clients and auditors can safely access invoices without risking data exposure.
• Automatic Tax & Currency Handling. AgileNDT supports configurable tax rules and multi-currency billing, ensuring compliance across regions. No more manual tax tables or exchange rate errors.