Finance Management for HR Consultants

Stop leaving money on the table. Shrlock’s seamless invoicing and billing features ensure that you capture every billable minute and get paid faster—without the admin headaches.

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Invoices

Professional Invoices Made Simple

Create custom, branded invoices with Shrlock’s invoice builder. Automatically populate client invoices with recorded time from your tasks and projects, or set them up as recurring retainers. Easily review and modify invoices before sending to ensure every detail is accurate.

Client Portal

Seamless Billing Experience for Your Clients

Shrlock’s Client Portal gives your clients a secure, professional space to access and pay invoices. Clients can review past and current invoices anytime, eliminating back-and-forth communication and saving you time.

Payments

Payment Tracking Across All Clients

Shrlock’s Payments feature enables HR consultants to view and manage all payments received through the platform. Maintain accurate, detailed records across all clients to keep your finances organized and up-to-date.

See Shrlock In Action

Ready to see how Shrlock can transform your HR consulting business? Get started with a product demo now.

Frequently asked questions

Everything you need to know about the product and billing.

What makes Shrlock’s finance management tools different from other invoicing or billing software?

Shrlock’s finance management tools are designed specifically for HR consultants, combining invoicing, billing, and payments with integrated client and project management. Unlike other billing and invoicing software, Shrlock allows you to link invoices to tracked hours, projects, or clients, giving you full context and accuracy. The client portal provides a professional, self-serve experience, while real-time updates and automated reminders simplify cash flow management and reduce manual work.

Can Shrlock automatically generate invoices from tracked hours?

Yes! Shrlock uses your tracked hours to automatically generate accurate invoices. Each invoice is linked to the relevant project, task, and client, ensuring precise billing without the need for manual calculations or spreadsheets.

Can I use Shrlock to create branded invoices for my HR consulting business?

Absolutely. Shrlock’s invoice builder lets you customize invoices with your logo, brand artwork, and your primary brand color. This ensures every invoice reflects your professionalism while maintaining your unique branding.

How flexible is Shrlock for managing both one-time and recurring client billing?

Shrlock is highly flexible, allowing you to send one-time invoices for project-based work or set up recurring invoices for retainer clients. Depending on the client, you can even bill for multiple projects, such as your monthly retainer, and premium project-based work, such as employee handbook creation. You can customize billing preferences to fit each client’s unique needs.

How easy is it to review and modify invoices before sending?

Shrlock gives you full control over your invoices. You can review all details, make edits to billing items, and preview the final invoice before sending. This flexibility ensures accuracy and client satisfaction.

What payment methods does Shrlock support?

Shrlock accepts multiple payment methods, including credit cards and ACH transfers. This flexibility makes it easy for your clients to pay in the way that suits them best.

Can Shrlock automate payment reminders for overdue invoices?

Yes! Shrlock automatically sends reminders for upcoming or overdue invoices. This feature helps maintain steady cash flow and reduces the need for you to chase late payments.

How does Shrlock streamline the process of collecting payments from clients?

Shrlock consolidates invoicing, reminders, and payments into one system. Clients can pay directly through the secure client portal using credit cards or ACH, and Shrlock’s automation handles reminders and payment tracking—saving you time and ensuring faster collections.

Can I track both on-platform and off-platform earnings with Shrlock?

Yes, Shrlock provides a complete financial picture by allowing you to log external payments and off-platform earnings. This ensures that all revenue streams are tracked and reconciled in one place.

Does Shrlock provide real-time updates on payment statuses?

Absolutely. Shrlock updates payment statuses in real time, so you can instantly see which invoices are paid, pending, or overdue. This visibility makes it easy to manage your finances at a glance.

What features does Shrlock’s client portal offer for managing invoices and payments?

Shrlock’s client portal allows your clients to securely review, print, and pay invoices 24/7. This self-serve approach reduces back-and-forth communication and provides a professional, convenient way for clients to pay invoices online using credit cards or ACH. This convenience ensures faster payments and a professional client experience.

Shrlock uses advanced encryption and industry-standard security protocols to protect all financial transactions. Your data and your clients’ payment information are kept safe, giving both parties peace of mind.

How much time can HR consultants save using Shrlock’s invoicing and billing tools?

Shrlock saves HR consultants hours of manual work each week by automating tasks like time-tracking, invoice generation, payment reminders, and reconciliation. This efficiency gives you more time to focus on delivering value to your clients.

Can Shrlock help me track overdue invoices or unpaid bills?

Yes, Shrlock’s centralized dashboard makes it easy to spot overdue invoices and unpaid bills at a glance. Automated reminders and payment tracking features help you stay on top of collections without extra effort.

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