Set up bank details and manage invoices

Collty does not pretend that several independent specialists are one legal supplier. The invoice structure follows who actually supplies the work and who owns the selected team.

A Sprint billing pack is a project-level workspace and downloadable bundle. It gives the client one place to review the total and payment progress, while every independent supplier invoice keeps its own issuer, number, tax details and beneficiary bank account.

Billing details belong to the account and are reused across authorized projects. They are not re-entered for every sprint. Open the billing section in the relevant profile, save it, and update it only when the legal identity, tax treatment, bank route or payment terms change.

• A saved ready profile collapses by default and can be reopened for editing.
• A draft can be saved before every required field is present, but it cannot issue a payable invoice until readiness checks pass.
• Public profiles never expose these private billing and bank details.

• Collty validates an entered IBAN checksum and the basic 8- or 11-character SWIFT / BIC structure.
• Do not enter every possible field. Use the identifiers required by the receiving bank and payment corridor.
• The current project rate and invoice workflow uses USD; a displayed currency must match the underlying project records.

1. 1
   Use the saved project policy

   The project must have a billing basis and invoice mode that allow invoices. A no-billing project produces none.

2. 2
   Use confirmed project suppliers

   Only confirmed project roster members can produce specialist supplier invoices. An invited or unconfirmed person cannot receive billable task work.

3. 3
   Read sprint task evidence

   The invoice engine groups task work by the project's actual sprint cadence and uses task role allocations, hours and applicable client rates.

4. 4
   Prepare one draft per supplier

   For an independent roster, each supplier receives a separate draft inside the same sprint and invoice-stage pack.

5. 5
   Handle prepayment and final stages

   A configured prepayment can create a deposit invoice. A paid deposit is credited against the supplier's final invoice for the same delivery period.

6. 6
   Freeze the payable document on issue

   Draft evidence can be reconciled while work changes. Issuing reserves the supplier's sequential invoice number and fixes the issue and due dates.

Clients and project owners see a pack-level total, the number of supplier invoices and paid progress. Specialists see only invoices that belong to them. This keeps the client workflow compact without exposing one supplier's private invoice to another supplier.

The progress value is the paid amount divided by the active pack total. Draft, cancelled or unpaid invoices are reflected through their real lifecycle state rather than a decorative percentage.

1. 1
   Supplier reviews the draft

   In Pro Workspace, the specialist checks accepted work, hours, rate, tax, total, client identity and bank details.

2. 2
   Supplier issues the invoice

   Issue invoice is available only to the supplier who owns that draft. Collty assigns the invoice number and due date, then exposes the issued PDF to the payer.

3. 3
   Client sends the bank transfer

   The client pays the beneficiary shown on the invoice outside Collty, using their bank.

4. 4
   Client records transfer sent

   In Client Office, Mark transfer sent records that the payer initiated the transfer. It does not prove that funds arrived.

5. 5
   Supplier confirms receipt

   After the money is visible in the receiving account, the supplier uses Confirm received. Collty marks the invoice paid and posts the project ledger entries.

6. 6
   Resolve an unpaid invoice deliberately

   The supplier can cancel an eligible unpaid draft or issued invoice. Paid history remains an auditable commercial record.

• Open PDF displays the authorized document in the browser.
• Download PDF saves the same server-generated invoice record.
• The pack PDF includes a summary cover and then each visible independent supplier invoice.

Collty's billing profile and PDF use common legal-identity, account, bank, currency, tax and payment-reference fields needed for international bank-transfer invoices. This structure is compatible with the information businesses commonly need to initiate and reconcile a transfer.

Collty structures bank-transfer details with the internationally recognized identifiers and payment data used across ISO 20022 flows, including IBAN, BIC, country, currency, payer and beneficiary identity, payment references and lifecycle status. Its invoice records also include the core information described by the European Commission for full VAT invoices, creating a consistent structure for international payment and reconciliation workflows.