Understand Invoices and Billing

Last updated: July 1, 2026

Invoices and billing explain how billable activity is recorded, invoiced, and paid for Lifted engagements.

Every billable charge in Lifted generates a transaction. Transactions serve as the detailed record of work performed, deliverables completed, fees incurred, and other approved charges.

Transactions are grouped into invoices based on your organization's billing arrangement and payment schedule.

How Billing Works

Billing follows these general steps:

  1. Work is completed and approved.

  2. Billable activity generates one or more transactions.

  3. Transactions are recorded and associated with the appropriate project, engagement, or client account.

  4. Lifted groups eligible transactions into an invoice.

  5. The invoice and supporting transaction detail file are sent to your organization's designated billing contact.

  6. Payment is processed according to your organization's agreed payment terms.

Transactions

A transaction represents an individual billable event within Lifted.

Examples of transactions include:

  • Payments for hours worked

  • Payments for completed milestones

  • Deliverable-based charges

  • Service fees

  • Approved expenses

  • Other contractually agreed charges

Each transaction contains the information needed to support billing and invoice reconciliation.

Invoices

Invoices summarize the transactions billed during a specific billing period.

Depending on your organization's billing arrangement, an invoice may include charges from:

  • A single project

  • Multiple projects

  • Multiple engagements

  • Multiple resources or contractors

Invoice due dates and payment instructions are included on each invoice.

Supporting Transaction Detail File

Each invoice includes a supporting transaction detail file.

This file provides a detailed breakdown of the transactions included on the invoice and may include:

  • Transaction date

  • Contract title

  • Talent Name 

  • Description of work or charge

  • Amount billed

The transaction detail file is intended to support invoice review, reconciliation, and accounting processes.

FAQ's

How are invoices generated?

Invoices are generated by grouping eligible transactions recorded during the billing period.

How can I see the details behind an invoice?

Each invoice includes a supporting transaction detail file that provides a line-by-line breakdown of the transactions included on the invoice.

Can multiple projects appear on the same invoice?

Yes. Depending on your billing arrangement, transactions from multiple projects or engagements may be consolidated into a single invoice.

Who receives invoices?

Invoices and supporting transaction detail files are sent to the billing contact(s) designated by your organization.

What should I do if I have a question about an invoice?

Contact your Lifted account representative or billing contact for assistance with invoice details, transaction reconciliation, payment status, billing contacts, or payment terms.

Need Help?

For questions regarding invoices, transactions, payment status, billing contacts, or billing arrangements, contact your Lifted account representative.