Lobbyist invoicing & payments
Keep the billing connected to the engagement.
Bring your commercial terms and invoices closer to the work they cover. Civalta helps lobbying firms organize billing arrangements, follow payments, and keep each invoice connected to its client engagement.
For independent lobbyists and lobbying firms
Built around your retainer
A plan for getting paid
INVOICE
Northstar Renewables
$4,000USD
Memo
Policy representation
January service period
Billing schedule
January
$4,000 · Issued
February
$4,000 · Planned
March
$4,000 · Planned
by Stripe
Give billing a clear structure
Set engagement billing terms and review the planned invoice schedule before following invoices through collection.
See what needs attention
Review planned, issued, paid, and past-due invoices with status and counterparty filters across your firm.
Handle changes with the record attached
Use supported invoice actions for resends, cancellations, credits, and refunds while preserving the engagement context.
From terms to payment
Follow the commercial side of client work.
Your firm can move from an engagement’s agreed billing structure into its invoice history. Keep an eye on upcoming and outstanding amounts, access available payment details, and return to the client relationship when a billing question needs more context.
- 01
Prepare your payment account
Complete the payment account setup needed to issue invoices and collect payments.
- 02
Set the billing arrangement
Define service dates and supported billing terms, then review the resulting invoice schedule.
- 03
Follow invoices through payment
Review statuses and balances, access records, and take available actions as circumstances change.
THE CIVALTA WORKSPACE
Invoice details that stay useful.
Keep supporting billing information close to the invoice your team is reviewing.
Keep the work connected
Part of a bigger picture.
Lobbying CRM
Keep lobbying clients, engagement scope, team responsibilities, tasks, documents, and billing connected with Civalta’s lobbying CRM.
Client Reports
Generate PDF work reports from lobbying engagement activity. Choose the reporting period and lobbyists, then share a clear client update with Civalta.
Contracts & e-Signatures
Review lobbying contract drafts, track document versions, discuss changes, and complete electronic signatures within your Civalta engagement.
A little more clarity
Good questions.
Clear answers.
Can clients pay invoices online?
Payable issued invoices include a hosted payment link. Authorized platform client users can open it from their invoice view; customers can also use the invoice links sent to them.
Who can manage my firm’s invoicing?
Firm Owners, Admins, and Billing Admins have financial management access. Other capabilities depend on your organization’s assigned roles.
Can billing terms change during an engagement?
Supported changes depend on the arrangement’s status and invoice history. Civalta presents the available edit, replacement, renewal, or ending options for that arrangement.
Your next step starts here
Bring clarity to client billing.
Connect your firm’s engagement work with the invoices and payments behind it.