Move from scope to quotation
Create quotations with client, currency, dates, discounts, line items, terms, comments, audit history, and PDF access in the same record.
Give clients a clear commercial decision point.
Billing & payments
fylt Rook
Create a clear path from agreed scope to a reconciled ledger.
What it does
fylt Rook keeps quotations, invoices, recorded payments, expenses, and statements in one business-ready ledger. It supports client-friendly, multi-currency billing while keeping financial context connected to the work and relationship behind every transaction. Payments your clients make outside fylt — bank transfer, UPI, cash, or cheque — are recorded against the invoice so balances always reflect reality.
Explore the parts of fylt Rook that support a connected client workflow from the first action to the next useful handoff.
Bill with client-aware currency context
Rook supports a business reporting currency alongside the client-facing currency context shown on each quotation and invoice.
Keep international client conversations clear and commercially confident.
Keep financial activity current
Invoices, recorded payments, expenses, and statements sit together so balances and reporting reflect the work your business has completed.
Give the team a continuously useful view of revenue and obligations.
Connect approved work to delivery
Approved quotations can carry the client and scope forward into Kite projects and the related financial workflow.
Create a smoother handoff from sales conversation to delivery.
Draft polished commercial content with AI
AI-assisted line items, payment instructions, terms, and reminder content provide a strong starting point for review.
Create a more consistent client-facing billing experience.
Each screen below is a full-width product capture of a distinct capability, setting, or client-facing outcome.
A complete quotation record
Billing defaults and document controls
Studio > Billing > Settings
Rook settings establish the reusable defaults that keep every billing document consistent with your business.
Business currency
Set the business currency from Business settings, then use Rook for client-level billing context.
Keeps reporting and document decisions aligned across fylt.
Numbering and payments
Review the Numbering and payments tab for the document rules and payment information your business uses.
Creates a consistent financial identity on every new record.
Saved items
Use the Items tab to keep common billable work ready for future quotations and invoices.
Speeds up repeatable client work while preserving consistent wording.
Terms and payment instructions
Use the Other tab to prepare the default text your clients see on billing documents.
Sets clear expectations at every commercial handoff.
Getting started
- Set your default currency and payment terms in Rook → Settings.
- Send your first quotation — approval can auto-convert it into an invoice or project.
- Record each payment as it arrives so invoice balances and statements stay accurate.
Key settings
- Payment terms: default due-date offset applied to new invoices.
- Currency: your reporting currency; individual invoices can still bill clients in their own currency.
- Reminders: schedule automatic reminder emails for overdue invoices.
Daily workflow
- Review the invoices dashboard each morning for anything overdue.
- Send quotations as soon as scope is agreed — approval can auto-create the project.
- Log expenses as they happen so month-end statements are accurate.
A quotation can move directly into a project or invoice once it is approved. Recorded payment activity updates the related client experience in Cove and gives Lynx a current view of the business.
Use fylt AI to draft quotation line items from a short brief and to develop polished payment instructions, terms, and customer-ready reminders that you can refine before sending.
Make the most of it
- Use scheduled reminders so overdue invoices chase themselves.
- Multi-currency invoices bill in the client's currency but report in yours.
- Duplicate a past invoice or quotation to save time on repeat engagements.
Connected modules
fylt Rook is wired to: