Calculated (invoice run)
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billing fee, rate × receipts
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Follows every billing dollar across four systems — the deal we agreed (Pipedrive), the fee we calculated (invoice run), what we actually invoiced (Bill.com), and what hit the books (Xero). Flags only where they disagree. May 2026.
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Invoiced (Bill.com) and Booked (Xero) tie out each month. Calc is the billing-only fee from the invoice run; June's run isn't in yet.
| Month | Calculated | Invoiced | Booked |
|---|
| Line | Fee |
|---|
Percentage lines only, vs the original Sales-Process deal (C&C / implementation / project deals excluded). "Over" = we bill above contract (favorable). Verify against the deal — CRM rates can be stale.
| Client | Type | Invoiced | Deal | Dir | Fee |
|---|
No rate mismatches — every invoiced line matches its deal.