Invoices & Financial Management

Generate accurate estimates and invoices automatically from approved man-days, track payments and outstanding, manage fee components, and maintain audit-ready financial records — all within CABAMS.

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Why Financial Control Matters for Certification Bodies

In certification operations, finance is directly linked to audit planning and compliance. Manual invoicing, inconsistent fee breakdowns, missing approvals, and delayed payment follow-ups can disrupt schedules and create client dissatisfaction. It also becomes difficult to prove how charges were calculated — especially when accreditation and contract review records are audited.

CABAMS bridges operations and finance by generating invoices from approved audit man-days and linking each charge to clear, traceable inputs — delivering accuracy, speed, and transparency.

CABAMS Invoices & Financial Management

Auto-Generated Invoices from Approved Man-Days

Accurate billing with complete traceability — aligned to audit scope and approvals.

CABAMS converts approved audit duration into estimates and invoices automatically. All cost components (audit fees, travel, additional services, and scheme-specific charges) can be standardized and applied consistently across clients and regions — reducing errors and saving time.

Invoices generated directly from approved Stage 1/Stage 2/Surveillance/Recertification man-days
Configurable fee components: audit fee, travel, sampling, additional sites, extras
Professional invoice formats with itemized breakdown and references
Payment reminders and overdue tracking to improve collections
Audit-ready records with approvals and financial traceability
Outcome: Faster invoicing, fewer disputes, and stronger financial transparency.
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Key Capabilities

A complete billing and financial workflow designed for certification operations.

Estimates & Quotations

Create professional quotes quickly using man-day values and standardized pricing rules.

Invoice Generation

Generate invoices from approved audit programs with fee itemization and references.

Payments & Receipts

Track payments, issue receipts, and maintain a clear outstanding summary per client.

Reminders & Overdue Control

Automated reminders for unpaid invoices and overdue aging reports for finance teams.

Financial Dashboards

Revenue trends, collections performance, and invoice pipeline visibility.

Audit-Ready Traceability

Every invoice can be traced back to man-day approvals and audit program references.

How the Financial Workflow Works

From calculation to invoice to payment — with full control.

Approve Man-Days

Man-days are finalized after Technical Reviewer and Certification Manager approvals.

Generate Estimate

CABAMS creates an estimate using fee rules, scope, and applicable cost components.

Create Invoice

Convert approved estimates into invoices with itemized breakdown and references.

Track Payments

Record payments, receipts, and outstanding balance by client and invoice.

Send Reminders

Automated notifications help improve collections and reduce follow-up effort.

Report & Audit

Export financial reports and show traceability during internal and accreditation audits.

Result: Accurate, faster billing with fewer disputes and complete accreditation-ready evidence.

Auto

Invoice Generation

Clear

Fee Breakdown

Fast

Collections

Ready

For Audits

Frequently Asked Questions

Quick answers about invoices and finance in CABAMS.

Yes. CABAMS can generate estimates and invoices directly from approved man-days and audit program details, ensuring consistency and traceability.

Yes. Fee components like travel, additional sites, special services, and scheme-related costs can be configured and itemized in invoices.

Yes. CABAMS tracks payments, receipts, outstanding balances, and provides aging reports and dashboards.

Simplify Billing and Strengthen Financial Traceability

Automate invoices from approved audit programs, manage payments easily, and maintain audit-ready financial evidence — all inside CABAMS.

Request Demo