Help Center

1. Getting Started

Welcome to Prilet — the platform that connects companies looking to hire consultants with consulting firms and independent professionals. This guide walks you through everything you need to know.

Registration

Create your account in minutes. During registration you'll provide your email, set a password, and choose your company's primary role — Hiring or Consulting. You can enable the other mode later from Settings if you genuinely operate on both sides.

Company Types

At signup you pick a single primary role. Most companies keep just one; a company can later opt into the second mode from Settings → Company.

User Roles

Prilet uses four roles to control who can do what within a company:

What only an admin can do

Three things sit with admins on the consulting side, and it’s worth knowing which before you decide who gets the role:

• Accepting work — Accepting an assignment signs your agreement with that client the first time you work together. That’s the company committing itself, so it’s an admin’s. Declining is not — a manager can turn down work their team can’t take without waiting for anyone.
• Invoices — Raising, sending, voiding and writing off, and seeing them at all. An invoice covers whatever work it covers, so there’s no honest way to show a manager part of one.
• Job costing — What the work costs you and what margin it leaves is the company’s figure, not a team’s.

The same logic runs the other way on the hiring side: sending a proposal signs for the company, so that’s an admin’s too, while a manager runs the projects they’ve been given.

Who runs a client engagement

Separate from all of the above, a consulting company can name a project manager on each client project — the person actually running that piece of work. It’s set on the project page by an admin, and it can be anyone at your company except a timekeeper, including a consultant who reports to someone else. That’s the point of it: the person running an engagement usually bills on it too, and shouldn’t have to be promoted to be given its numbers.

Being named gives them that project’s hours and revenue in reporting, the project in their Client Projects list, and the ability to read the assignments on it. It gives them no authority: they can’t accept, decline or end a line, their Hours Review still shows only their own team’s weeks, and it tells them nothing about any other project they happen to be staffed on. It is a naming, not a promotion.

Setup Checklist

2. Consultant Resumes

A consultant's resume is their professional showcase on Prilet. It combines a summary, skills and availability into one record, and it is what every offer, assignment and subcontracting arrangement is built from. Prilet walks you through building one and makes it live once it's complete.

Guided Setup

From your dashboard, choose whether you're the consultant or you're placing someone, and Prilet walks you through the rest. It only ever asks for what's still missing. If you need to stop partway, Finish later keeps what you've entered, and your dashboard shows a card that takes you straight back to the step you were on.

Details & Rates

Each consultant has one active resume that includes:

• Title & Summary — Professional headline and brief overview
• Skills & Proficiencies — Technical skills with proficiency levels (Beginner, Intermediate, Advanced, Expert)
• Work Experience — Previous positions and project descriptions
• Education — Degrees and certifications

Rates & Payment Terms

A rate is quoted on the offer rather than stored on the resume, so the same consultant can go out to two clients at two different rates. Payment terms (when an invoice is due) are agreed per assignment — a consulting company sets its preferred payment terms in Settings → Agreement Templates, and the hiring company confirms the terms when sending a proposal. Available terms are:

Availability & Time Off

Availability answers the question: "When and how many hours can this consultant work?"

• Availability Periods — Date ranges with available hours per week (e.g., Jan–Dec, 40 hrs/week)
• Committed Hours — Hours reserved by active assignments (automatically tracked)
• Net Availability — What's actually available: total minus committed
• Time Off — Scheduled absences (vacation, sick, personal) that overlay on availability

Going Live (Activation Requirements)

A resume goes live — ready to go out on offers, assignments and subcontracting arrangements — once all of these are true:

• A title, a summary, at least one skill
• At least one availability period — created for you automatically (40 hrs/week) when the resume is created
• A connected and verified company payout account (Settings → Payout Setup)
• Active user status
• Company with consultant listing capability enabled

Prilet flips it live the moment the last item is satisfied — no matter who supplies it or how much later — and emails the consultant and their manager to say so.

You can take a resume back down by hand from its page, with one exception: a resume can't be deactivated while it has a live assignment. Open to subcontracting is a separate choice and isn't affected by activation.

3. Agreements

An Agreement represents a business relationship between two companies on Prilet — equivalent to a Master Services Agreement (MSA) or Partnership Agreement. It governs all assignments and subcontracting arrangements between the two companies.

Overview

• One agreement per company pair — Each hiring/consulting company pair has a single agreement covering all work between them
• Automatic creation — Agreements are created automatically when the first assignment or subcontracting arrangement is proposed between two companies (no separate workflow required)
• Two-sided — Both the hiring company and consulting company can contribute instructions and documents to the agreement
• Payment infrastructure — Agreements also set up the payment infrastructure (Stripe customer and virtual bank account) for bank transfer payments
• Where you see it — Because one agreement covers every project you run with a firm, each of those projects shows a summary of it: relationship type, payment terms and invoice cadence. Those terms are listed again in the box you sign when you send a roster, since your signature covers them too. The full record — instructions, contacts, documents, and any change to the terms — lives in Settings → Agreements.

Agreement Lifecycle

Agreement Templates

Companies can set up reusable agreement templates in Settings → Agreement Templates. When a new agreement is created, the template content is automatically populated onto the agreement.

Each company can maintain up to two templates:

Templates are optional. Companies can hire consultants without configuring a template — the agreement will simply have no pre-filled content. Template changes apply to future agreements only.

Two-Sided Content

Each agreement has content from both sides:

Wherever a hiring company sees a consultant's resume, a badge shows the agreement status (Active, Pending, or No Agreement) with the consultant's company.

Invoice Copy Recipients (Consulting Companies)

When your company sends an invoice, Prilet emails an internal invoice copy (PDF + Excel) for your records. That routing is separate from who receives the payable invoice on the client's side.

Consulting company admins can set recipients at two levels:

• Per client (recommended) — on Settings → Agreements → [client], under Invoice Copy Recipients. Applies to every invoice you send that client, even when they split AP across invoice groups or projects.
• Company default — on Settings → Company Settings, under Invoice Copy Notifications. Used for any client without a per-agreement override.

If neither is configured, all consulting company admins receive the copy. The same recipient list is used for related consulting-side billing emails (payout notices, payment holds, etc.).

Termination

An active agreement can be terminated by the hiring company admin via Settings → Agreements. Termination has cascading effects:

• All active assignments under the agreement are immediately terminated
• All draft and proposed assignments are removed
• Active subcontracting arrangements between the two companies are terminated
• Open billing weeks are marked ready for invoice with default hours

Projects

A Project is an organizational grouping for assignments. Every assignment belongs to a project.

What Projects Do

• Group assignments — organize multiple consultants under a single project (e.g., "Cloud Migration").
• Project Manager — set a manager who receives billing notifications for all project assignments.
• Reference / PO Number — attach a reference that appears on invoices for all project assignments.
• Multi-company — a project can include consultants from different consulting companies.

Project Status

Project status is derived automatically from its assignments:

• Active — at least one assignment is active.
• Not started — assignments are in draft, proposed, or accepted state, so none of the work has begun.
• Completed — all assignments have ended.
• Empty — no assignments yet.

4. Assignments

An Assignment is a contract between a hiring company and a consulting company for a consultant's services. It defines who, when, how many hours, at what rate, and under what payment terms.

Finding your work

Every assignment belongs to a project, so Projects — on the dashboard and in the top nav — is where you start. Projects needing something from you come first: a project with nobody on it yet, drafts you haven't sent, proposals still unanswered, short-notice end requests waiting on your approval. Below those sit your active, pending and closed projects.

• The list opens on the projects you run — If you manage some but not all of your company's projects, yours come up first and All Projects shows the rest. The same choice applies on the assignments list, where “mine” means everything on a project you manage.
• A project you hired one person into reads as that hire — the card shows the consultant, their dates and their rate directly, rather than making you open a container to find one line.
• Open a project to see all its lines together — unsent drafts, proposals out with the firm and live work are one list, with a status badge on each and the unsent ones first.
• A single assignment is a page under its project — the project's name, firm and reference sit at the top, and on a team you can step straight to the next consultant without going back up.
• Need everything at once? — All assignments on the projects page is a flat list across every project, each row labelled with the project it came from.

Providing consultants works the same way, from Client Projects in the Provide Consulting part of your dashboard — named for whose they are, since a company that both hires and provides has one of each. The sections are the same, with Needs your response holding proposals to answer and short-notice ends to approve, and lists narrow by consultant — Assigned to Me or All Consultants — rather than by who runs the project. Your clients' unsent drafts never appear, so headcounts, dates and totals count only the work you've actually been sent.

If your company does both, Projects in the top nav opens whichever side you lead with, and a Hiring / Consulting switch at the top of either page moves between them. Each dashboard tile still goes straight to its own side.

The pages read the same on both sides, too. A project names the client, who to ask about the work, what the roster is worth and how the client asked to be answered; open a consultant from it and you get their terms and what they pay, with the project's own details left where they belong — on the project, said once rather than repeated on every line of the team.

Assignment Lifecycle

Assignments follow a state machine from draft through completion:

Creating an Assignment

One assignment per consultant per project, at a time

A consultant holds one live assignment on a project at a time. What that rules out is two assignments for the same person on the same project whose dates overlap — not the same person coming back to the project later.

• Back-to-back is fine — one assignment ending 31 May and the next starting 1 June is two stints, not a double booking. An assignment starting the same day another ends does overlap, and is refused.
• Finished assignments free the slot — declined, completed, cancelled and terminated assignments hold nothing. Only drafts, proposals and live work count.
• Two roles at once means two projects — if someone genuinely does two kinds of work for you at the same time, at different rates, those are separate projects. Two overlapping assignments on one project would leave every timesheet, adjustment and invoice line ambiguous about which one it belonged to.
• Across projects is unrestricted — a consultant can run assignments on several projects at once, for you or for other clients. What limits that is their availability, not the rule above: their hours have to cover everything they're booked on.

The project picker names the date each project frees up, so you can see what to start after. It only greys a project out once the dates on the form actually run into an existing assignment.

Changing a rate

A rate can't be edited on a live assignment. Once an assignment is accepted, its terms are what both sides signed, and they stay put for as long as it runs. There is no rate amendment, no rate history, and never two rates on one timesheet.

A rate change is a new offer and a new assignment, starting after the current one ends — usually on the same project:

Everything else about the engagement carries over: the agreement between the two companies is unchanged, no one re-signs it, and the consultant's history stays on the same project.

Hiring several consultants at once

When you're staffing a team, Add to Project from a resume puts a consultant on a project roster as a draft instead of sending straight away. Set the shared terms — dates, hours per day, working days, notice period — once on the project, and every consultant you add starts from them. Any line you need to differ can be edited on its own; changing a project default later never rewrites lines already on the roster.

• Start from either end — New Project creates the project first so the terms are set before anyone joins, or add a consultant and the project is built around them. A project is with one consulting firm, and whoever you add first is what settles which.
• Add people as you find them — A roster can sit in draft for as long as you need, and a project that already has people working on it can accumulate new drafts and send them in a second round.
• One signature for the whole roster — Submitting sends every draft line at once. Each consultant still gets their own assignment underneath, so you can adjust or end any of them individually later.
• It never half-sends — Availability and resumes change while a roster sits in draft, so each line is re-checked before you send. Problem lines are flagged on the project page as they arise, and a roster with an unhealthy line is refused as a whole rather than partly sent. Fix the line or remove it, then send.
• All or nothing is your call — Under pick and choose, the firm accepts the consultants they can staff and declines the rest, and you see a “3 of 4 accepted” summary. Switch the roster to all or nothing before you send if a partial team is no use to you. Your default comes from your hiring agreement template.
• Changed your mind entirely? — A project can be deleted while everything on it is still unsent, and its drafts go with it in one step. Once any line has been sent that stops: withdraw it first, and if it was already accepted the engagement stays on file whatever happens to the plan around it.
• All or nothing applies to what you send, not forever — It's a promise about the batch. A single unsent consultant can always go on their own, because one line is the whole roster. And a project already running under the rule can take on more people later: that's a new round, answered on its own terms, and nothing already accepted is reopened. It only stops you sending one line while others sit unsent beside it, which is exactly the partial team you said you didn't want.

Answering a proposal (consulting side)

Whatever the client sent — one consultant or a team of six — it arrives as a single card under Needs your response on your projects page, showing the client, how many people they asked for, what it's worth and when the work runs. Opening it takes you to the project, where one signature answers the whole thing.

• All or nothing — The client needs the whole team or none of it. You accept everyone or decline the project; there's nothing to tick. A single consultant from such a roster can't be answered on their own page, and won't pretend otherwise.
• Pick and choose — Tick the people you can supply. The rest are declined in the same step, and the client gets a “3 of 4 accepted” summary rather than four separate answers.
• Whoever signs speaks for everyone on it — One ceremony covers the whole roster, so a manager who's only responsible for some of the consultants can see the proposal but can't answer it. An admin does that.
• Declining needs no signature — Passing on work forms no contract. Any message you've typed goes with it either way.
• First time with this client? — Accepting also establishes your agreement with them, so anything they ask of you — instructions, a contact, documents to read — sits above the proposal. The agreement's terms are summarised at the foot of the project, and it then covers every project you take from that client.
• Browsing the rest — Below the proposals sit your active, pending and closed projects, and All assignments is a flat list across all of them for when you want the work rather than the engagements.

Withdrawing a proposal

A proposal that hasn't been answered yet can be pulled back with Withdraw, which returns it to draft so you can change the terms and resend. The consulting company is notified that it was pulled. Everything that happened stays on the record — the signature on the original send and the full event history — so the trail reads sent, withdrawn, resent. Withdrawing a project roster returns every unanswered line at once; anything the firm already accepted is a contract and stays put.

Assignment Types

Ending Assignments

Three ideas are easy to mix up—Prilet keeps them separate:

• Cancel — For work that has not started yet (or in a window where the notice period still ends before the start date). The assignment is withdrawn; no billing.
• End early — For accepted or active assignments. You pick a new last day that respects the notice period from today (see table below). Work continues through that day.
• Short-notice end — Still after the assignment has started, but you need a last day earlier than the calendar would allow under the notice period (including a last day in the past). The other party must approve the request. See Short-notice end below.

Short-notice end (end before the notice period allows)

When the assignment is already accepted or active, and you need a last day sooner than the standard notice period would allow—Prilet uses a short-notice end request. This is not “Cancel” (cancel is for pre-start). It is an end-early path with a waiver of the notice requirement.

• Who requests — Either the hiring or consulting side (with permissions), from the assignment page.
• When approval is required — If the requested last day is earlier than the earliest date allowed by the notice period, the other party must approve or decline.
• Billing — You cannot end before the last day covered by locked or invoiced billing; the system enforces a minimum effective date. Uninvoiced future billing weeks beyond the new end date may be removed when the new end date applies.
• After approval — The assignment end date is updated and the partial week at the new end is regenerated as needed.

Working Days & Holidays

Each assignment specifies working days (default: Monday–Friday) and a holiday calendar. Supported holiday calendars include US, Canada, UK, Germany, France, Australia, India, Japan, Mexico, and "None" (no holidays).

5. Billing & Invoicing

Prilet tracks hours by exception rather than by daily entry: they are calculated from the assignment terms, and you only step in when a week differs from the plan. All times referenced below are in Eastern Standard Time (EST).

What is a Billing Week?

Billing Cycle

The full billing cycle from active assignment through payout:

Weekly Timeline

Billing Week States

Hour Calculation

Invoice Generation

Invoices consolidate the ready-to-invoice billing weeks for a given hiring company + consulting company + invoice group (+ project, where the client is billed one invoice per project) on the agreement's invoice cadence:

• Automatic — The daily 10:00 AM EST job generates invoices for whichever periods are due under each agreement's cadence
• Manual — Consulting companies can generate invoices early from their Billing page

If any billing week within a period's grouping is not yet ready for invoice (still pending adjustment or approval), the invoice for that grouping is held until the rest are ready, so a period's weeks stay on the same invoice.

Each invoice records the cadence it was generated on; non-monthly invoices show a Weekly / Biweekly badge on the invoice page and PDF. Invoice numbers follow the format INV-YYYY-NNNN (e.g., INV-2026-0042).

Invoice Groups

By default everything you owe one consulting firm in a period arrives as a single invoice. Invoice Groups let a hiring company carve that up — by department, cost centre, or whatever finance needs. Put a project in a group on its own page, under Terms → Billing, and its work is invoiced apart from the rest; projects sharing a group share an invoice, on the agreement's cadence. Each group can have its own email recipients for the payable invoice (Invoice ready emails on the hiring side) — and that part applies however you're billed.

The group sits on the project, not on each consultant: a project is one engagement with one firm and bills as one thing, so every assignment on it — and every expense beneath those — follows the project. To bill part of a team separately, give them their own project.

One invoice per vendor, or one per project

Which of these you're on is yours to set: Settings → Invoice Groups → Default grouping.

• One invoice per vendor (the default) — everything you owe a firm arrives together, and a group is how you split something out.
• One invoice per project — every project is invoiced on its own, and a group no longer combines anything. It still decides who receives those invoices, so grouping a department's projects routes them all to that department's AP contacts while each keeps its own invoice.

Billing per project also means a project waits only on its own hours. Under a single vendor invoice, one billing week still pending adjustment holds up everything you owe that firm for the period; billed per project, it holds up only the project it belongs to.

Invoice Copy Recipients (Consulting Companies)

Every generated invoice triggers two emails: Invoice ready to the client's AP contacts (via invoice groups / hiring-side settings) and an Invoice copy to your consulting company's internal recipients.

Because invoices merge by client (and optionally by the client's invoice group), copy recipients are configured per client agreement or at a company-wide default — not per project or assignment manager. See Agreements → Invoice Copy Recipients for setup.

Invoice States

Pre-Billing

Pre-billing allows hiring companies to generate billing weeks ahead of the normal weekly schedule. Instead of waiting for each week to pass and be processed on Monday, the hiring company can request billing weeks to be created in advance through a specified cutoff date.

When to Use Pre-Billing

• Year-end close — Generate December billing weeks early so invoices can be created and paid before the fiscal year ends
• Early invoicing — Get invoices out sooner for assignments approaching completion
• Budget reconciliation — Need billing ready to invoice before a budget period closes
• Assignment ending mid-month — Generate partial-month billing without waiting for the regular schedule

Pre-Billing Flow

Pre-Billing Steps

Correcting rates, voiding, and writing off invoices

Invoices lock in hours and a snapshot of the hourly rate on each line item. If something is wrong after an invoice exists, the consulting company has two terminal actions to choose from:

• Void — "this invoice was billed in error." Cancels the invoice and reopens the billing weeks so you can re-bill them on a corrected invoice.
• Write off — "this invoice was billed correctly, but we’ve decided the open balance will never be collected." The invoice stays issued, the work stays invoiced, any payment received is kept, and the unpaid balance is recorded as bad debt.

Void vs. Write off — which to use

When you can void an invoice

Void is available only while the invoice can still be cancelled in the system: draft or sent (no payment recorded yet). You cannot void through the app for partially paid or other post-payment states, or while payment is processing, fully paid, or in payout—those cases need support for now.

• Consulting company — An admin; the void action is on the invoice detail page when policy allows.
• What void does — The invoice is voided in Prilet. Every billing week that was on that invoice returns to ready to invoice so they can be included on a new invoice after corrections.

Standard fix after void (consulting company)

Fixing hours before a week is on an invoice

While the week is still in the adjustment workflow (pending through auto-approved) or sitting in ready to invoice but not yet invoiced:

• Consulting — Request an adjustment during the normal window; the hiring company approves or rejects. If the window has closed and the hiring company agrees to reopen, they use reopen for adjustment on the billing week (hiring admin/manager), then you submit the adjustment request.
• Hiring — Use reopen for adjustment when the week is in an eligible state (e.g. approved, rejected, auto-approved, or ready to invoice) and the week is not invoiced. That puts the week back so the consultant can request an adjustment.

Hours look wrong? What the hiring company should do

Hiring companies review and approve hours — they do not enter corrected numbers themselves. The corrected hours are always submitted from the consulting side (the consultant, or their manager/admin) as an adjustment request, which the hiring company then approves or rejects. What you do depends on where the week is:

Changing the agreed bill rate (new assignment)

Prilet does not support editing the hourly rate on an assignment after it is created. To bill at a different rate, you end the current assignment (cancel only if work has not started; otherwise end early or short-notice end when you need a last day before the notice period allows), then create a new assignment with the new rate (and proposal/acceptance as required).

Retroactive last day: You can request a last day in the past when that reflects reality—if that date is still earlier than the notice period would normally allow, the other party must approve the short-notice end request (see Short-notice end). Use that path when you need to split historical work from a new rate going forward.

For work already invoiced at the wrong rate: void the invoice while still voidable, then end the old assignment and create the new assignment as above; regenerate invoices only for billing weeks that belong to the correct assignment going forward.

Writing off uncollectible invoices

When an invoice was billed correctly but you’ve concluded the open balance will never be collected — for example, the client has gone out of business, declared bankruptcy, or you’ve negotiated a settlement that closes out a partial payment — you can write off the invoice. This closes the receivable cleanly and records the unpaid portion as bad debt for your records.

When to write off (instead of void)

• The work was actually done and billed at the right rate — you don’t want to re-issue a corrected invoice.
• The client has paid nothing after extended collection efforts and you’ve given up on recovery.
• The client made a partial payment and won’t pay the rest (settlement, dispute, etc.).
• You need an audit trail showing the receivable was closed as bad debt, not erased as if it never existed.

When you can write off

Write off is available from Sent and Partially Paid. It is not available from Payment Processing, Paid, or any payout state — if a payment is pending, let it settle (or fail) first; if it’s already paid, there is nothing to write off.

Reasons captured at write-off time

You’ll be asked to choose a reason and may add free-form notes. Available reasons:

• Uncollectible — standard bad debt; collection attempts exhausted.
• Bankruptcy — client filed for bankruptcy.
• Dispute settled — the parties agreed to close the open balance (often used after a partial payment).
• Partial recovery only — you’ve received some payment and won’t pursue the rest.
• Other — for situations that don’t fit the above; explain in the notes.

How to write off an invoice

What happens after a write-off

• Invoice status — becomes Written Off (terminal). The invoice page shows a banner with the reason, who wrote it off, when, and the bad-debt amount.
• Payment options — hidden on the hiring side. The hiring company can’t accidentally pay an invoice that’s already been written off.
• Auto-pay & reminders — skipped. Written-off invoices don’t appear on overdue reports.
• Billing weeks — remain attached to this invoice. You don’t re-bill the work.
• Reporting — the consulting company’s Total Invoiced still includes the original amount (revenue was recognized), and a separate Written Off total tracks bad debt.

FAQ: corrections, voids & write-offs

Expenses & Non-Services Invoicing

Beyond hours, you can invoice customers for billable expenses and manual ad-hoc charges through Prilet — so every amount a customer owes flows through the same payment rail and reconciles automatically. This matters once a customer has switched their bank details to your Stripe virtual account: a payment that arrives without a matching Prilet invoice can’t auto-reconcile.

• No fee or markup. Non-services invoices are a full pass-through — the customer pays exactly the expense/charge amount and you receive all of it.
• Separate invoices. Expenses and manual charges are always billed on their own invoices (not merged into a services invoice). Expenses are grouped one invoice per expense report.
• Stripe-live customers only. You can create these invoices once the customer is live on the Stripe rail (migrated to Prilet).
• Customer reference. Add a report name or PO number that appears on the invoice and carries into QuickBooks.

Where: open Invoices → Billable Expenses to map expenses and generate invoices per report; use Invoices → Manual charge for one-off charges. If a payment ever arrives without a matching invoice, open it under Bank transfer reconciliation and choose Create an invoice from this payment.

6. Payments

All payments are processed securely through Prilet's payment infrastructure. Hiring companies choose their preferred payment method, and the platform handles the rest.

Payment Methods

Payment Terms

Payment terms determine when invoices are due after they are issued:

What Prilet Takes

Nothing. Prilet takes no commission on your invoices and no cut of your rates — what a client pays you is yours, minus only Stripe's transfer fee on the payout. The only thing Prilet charges a consulting company is its monthly subscription, billed separately and never taken out of a payout.

Hiring companies are charged nothing at all, ever — no subscription, no per-seat fee, and no processing fee on either payment method.

Auto-Pay

An invoice set to ACH auto-pay is charged on its due date with no action from you — just make sure the account is active and funded. An invoice set to ACH on demand uses the same bank account but waits: nothing is debited until somebody opens it and presses Pay.

Paying an invoice by hand asks for your authenticator code, the same six digits you use to sign in (a backup code works too). You are asked once and then trusted for a short while, so clearing several invoices in one sitting doesn’t mean entering it repeatedly.

Payment Holds

Prilet supports two levels of payment holds to give hiring companies full control over when payments are processed.

Invoice-Level Holds

Place a hold on a single invoice from the invoice detail page. This is useful for resolving a dispute on a specific invoice while allowing other invoices to be paid normally.

Company-Level Holds

Place a hold on all payments to a consulting company from the Payment Holds page on your dashboard. This blocks payment on all current unpaid invoices and automatically holds any future invoices generated for that company. Use this when you need to freeze all payments proactively — especially useful with “due upon receipt” payment terms where auto-pay fires immediately after invoice generation.

When a hold is placed (either level), auto-pay is skipped and payment reminders are paused. The consulting company is notified. When the hold is released, normal payment processing resumes.

Company-level holds only release invoices that were held by the company hold. If you manually placed a hold on an individual invoice for a different reason, that invoice stays held even after the company hold is released.

7. Payouts

Consulting companies receive payouts directly to their bank account through secure payment processing.

Payout Flow

When Do I Get Paid?

There are two steps between a client paying and money landing in your bank account:

1. The invoice is paid. Once the client's payment clears, the funds land in your own Stripe balance right away. It happens once the bank debit clears — typically 1–5 business days for ACH, or when a bank transfer arrives and is matched.
2. Stripe pays out to your bank. Stripe then automatically transfers your balance to your connected bank account every business day. The payout schedule is fixed at daily and managed by Prilet.

Stripe pays out automatically every business day, with each payout arriving roughly 2 business days after the funds become available. A few things to know:

• New accounts have an initial hold (about 7–14 days) on the very first payout while Stripe verifies your account — this is normal and one-time.
• The payout schedule is fixed at daily and managed by Prilet, so it isn't editable in your Stripe dashboard.
• A single bank deposit often bundles several invoices' payments together, so the deposit amount may not match any one invoice.

Payout Setup

To receive payouts, consulting companies must connect their bank account through the secure onboarding process:

1. Go to Settings → Payout Setup
2. Click "Connect Bank Account"
3. Complete the secure onboarding (business info, bank account details)
4. Once verified, your account is ready to receive payouts

Payout Statuses

Tracking Payouts

The consulting company's Billing page shows payout status for every invoice. You'll receive email notifications when payouts are scheduled and when funds arrive.

Payout Fees

One fee is deducted from each payout to a consulting company:

The Stripe transfer fee is deducted separately by Stripe from the payout. Subscription fees are billed separately on a monthly invoice and do not come out of individual payouts — see Subscription Billing.

Example Payout Breakdown

For a $24,000 invoice (160 hours × $150/hr), paid via standard ACH transfer:

8. Subscription Billing

Consulting companies pay a monthly subscription fee to use Prilet. Hiring-only companies pay nothing — subscription fees do not apply to them.

Subscription Tiers

Three plans, all monthly, all cancellable at any time. Pick the one that matches how you use Prilet:

For the full feature breakdown by tier, see the pricing page.

What is an “active consultant”?

An active consultant is any consultant on your roster who logged billable hours during the month. Consultants who didn't log any hours that month don't count toward your active-consultant fee, even if they're listed in your team. Each consultant counts at most once per month, regardless of how many assignments they worked.

The Solo plans support one active consultant at a time — you can add more people to your account, but only one can be actively engaged (listed and on an assignment) at once. When that engagement ends you can swap to a different consultant. To run more than one consultant simultaneously, upgrade to Agency, which supports unlimited active consultants.

When are you billed?

Prilet uses a pure post-pay model: subscription fees are billed monthly in arrears. Specifically:

• Monthly invoices on the 1st. On the 1st of each calendar month, Prilet generates one consolidated invoice for the prior month's actual usage (base fee + active-consultant fees) and auto-charges the payment method on file.
• Mid-month signups are prorated. Sign up on the 17th and your first invoice (issued on the 1st of the next month) charges only for the days you actually had access.
• Mid-cycle plan changes are prorated. Upgrading or downgrading mid-month adds two clearly-labeled lines to your next invoice: a refund for unused days on the old tier and a charge for partial days on the new tier.
• No upfront commitment. No annual contracts, no setup fees, no charge at signup. The first time money changes hands is the 1st of the month after you started.

The Settings → Subscription page shows a live "projected bill" card during the month, updated as consultants log hours, so you always know what's accumulating before the invoice closes.

Changing Plans

Plan changes are self-service from Settings → Subscription → Change plan:

• Upgrades take effect immediately and unlock the new tier's features right away. The new fees are prorated to the cycle.
• Downgrades also take effect immediately. Dropping from Agency to Solo Pro removes the per-active-consultant fee going forward, but the Agency per-consultant rate still applies to the distinct consultants who were active earlier in the month, since billing is in arrears for actual usage.
• Cancel to Solo Sub ends your paid plan and drops you back to the free Solo Sub tier. You keep your data, resumes, and existing assignments — you just lose access to features above Solo Sub.

Payment Method & Billing History

Subscription invoices are paid by the card you provide during signup (via Stripe Checkout). You can update your card or download past invoices any time from Settings → Subscription → Manage billing, which opens Stripe's secure Customer Portal. If a payment fails, Stripe automatically retries on a smart-retry schedule and Prilet places your account into a 14-day grace period before any feature restrictions kick in.

9. Subcontracting

Subcontracting allows one consulting company (the "prime") to list consultants from another consulting company (the "sub") to their own clients. This creates a chain of relationships managed automatically by the platform.

How It Works

A consultant can be on more than one bench

Arrangements are independent. The same consultant can be represented by several prime companies at once, each with its own rate floor, its own clients and its own assignments — which is ordinary for an independent working through more than one firm.

• What limits it is availability, not benches — hours committed across every assignment count against the same person, whoever sold the work. A consultant fully booked through one prime has nothing left for another.
• One arrangement per prime — a firm can't hold the same consultant twice. Ask again after an arrangement is terminated and you start a fresh one.
• Approving answers your own request — a sub approving one prime leaves any other prime's request pending, still theirs to answer.
• Engage through the offer — where two firms both represent someone, the offer says which one you're dealing with. A client reaching that consultant without one is asked to open the offer they were sent, so the engagement goes to the firm that sent it.
• The resume stays the sub's — a prime can read the resume of a consultant they represent. Only the company that employs them can change it.

Rate Structure

So the arrangement sets a floor once, and every placement prices itself above it. That is what lets a prime pay a sub more on a better-paying client without renegotiating the arrangement — and what guarantees the sub is never paid less than they agreed, whatever the prime charges.

Arrangement Workflow

Internal email

A subcontractor signs in to Prilet as themselves — their own company, their own email address. Most of the time, though, you have issued them an address on your domain, and that is where they read anything to do with your work.

Open the arrangement and put that address in Internal email, under their name. It is optional, and only the prime company can set it.

• Hours and adjustment notices go there instead — not as well as. Sending to both would mean two of every email, and two copies of the same confirm-or-adjust link.
• Expenses imported from your accounting tools match to them automatically. Without it, an integration only sees the address on your domain and cannot tell whose Prilet account it belongs to, so their expenses wait for you to route by hand.
• Sign-in, password and account emails always go to their own address, whatever you put here. That mailbox is yours, and their Prilet account is theirs.
• Leave it blank for a subcontractor who uses their own address for your work — everything then goes there, as before.

It is recorded per arrangement, so a subcontractor working through two primes has one address for each.

Linked Assignments

When a client hires a subcontracted consultant, two assignments are automatically created and synchronized:

• B to C Assignment — Between prime and client, at the client rate on that offer
• A to B Assignment — Between sub and prime, at the sub rate on that same offer

Both rates come from the one offer, so the pair is priced together and neither can drift from what was quoted. Changing either of them later means a new offer and a new pair of assignments.

State changes (accept, decline, cancel, terminate) are synchronized between the two assignments. Billing weeks are also linked, and the adjustment workflow flows from the sub company through to the client.

Invoice Chain

10. Team Management

Consulting companies use team management to organize their consultants, manage resumes, and track capacity.

Management Hierarchy

Every user has a management relationship forming a hierarchy:

What Managers Can Do

For the consultants assigned to them, managers can:

• View and edit resumes, rates, and skills
• Set and update availability
• View assignments and billing
• Request billing adjustments
• View earnings and financials
• Create special offers
• Manage subcontracting arrangements

Adding Team Members

Managers and admins can add consultants to the team in two ways:

• Invite — Send an invitation email; the user creates their own account and is linked to the company
• Managed Resume — Create a resume on their behalf (the consultant may not have login credentials)

Team Hours Review

Managers can review all billing hours across their team in a consolidated view, making it easy to spot exceptions and submit adjustments on behalf of their consultants.

11. Offers

Offers are how work starts. A consulting company writes a consultant or project offer for a client, and sends it only when the quote is finished. The rate lives on the offer; accepting it creates the project and its assignments.

There are two kinds, on two tabs of the same Offers page. A consultant offer quotes one consultant and is redeemed into a single assignment — or into a subcontracting arrangement, when you're offering to a prime rather than an end client. A project offer quotes several consultants as one send and is redeemed into a project. Everything below describes consultant offers unless it says otherwise.

Use Cases

• Negotiated Rates — Create an offer with special pricing for a specific client
• Time-Limited Promotion — Sent offers expire after 14 days by default (you choose 1–30 on the draft)
• New Client Acquisition — Hold the offer against an invitation until they register
• Private Outreach — The quote goes only to the company you named, and only once you send it

How Offers Work

Offer States

Withdrawing an offer

A sent offer that hasn't been taken yet can be pulled back with Withdraw, which returns it to draft so you can change the terms and resend. It leaves the client's Offers inbox, and they are mailed that it is gone. An invited client who hasn't registered yet was never mailed, so they aren't now.

Custom Rate

Every offer carries its own rate. A blank rate is an unfinished quote, not a fall-through to the consultant's resume. This is useful for negotiated pricing without changing the consultant's public resume.

Project Offers (a whole team on one send)

A project offer puts several consultants on a single quote. Each consultant on it keeps their own rate, but the send is shared and redeemed as one thing — you're offering a team, not a list of individuals.

• Build it up over time — Create the offer, then add consultants one at a time with the rate you want for each. Nothing is visible to the client until you send it.
• You decide how it can be taken — All or nothing, where the client takes everyone on the bench or nobody, or pick and choose, where they take the ones they want. The default comes from your consulting agreement template and is adjustable per offer.
• Consultants on it can't be taken separately — A consultant on a bench has no offer of their own; the client sees the team. If you want someone to be redeemable on their own, create a consultant offer for them.
• Nobody is left hanging — When a client takes part of a team, the consultants they passed on are closed out as declined, so you can tell that apart from an offer that simply expired.

Redeeming builds the client a project of draft assignments at your offered rates. They set the shared dates and hours, adjust anything they need, and send the roster back to you as one proposal.

12. Diamonds (Recognition)

Diamonds are Prilet's positive-only recognition system. After an engagement, hiring companies can give a consultant a Diamond to highlight great work.

Key Points

• One per assignment — Each completed or terminated assignment can have at most one Diamond
• Positive only — There are no negative reviews, ratings, or star systems. Either you give a Diamond or you don't.
• Optional comment — Add a brief note about what went well
• Company-attributed — Diamonds are attributed to the hiring company name, not the individual user

How to Give a Diamond

1. Navigate to the completed or terminated assignment
2. Look for the "Diamond" section on the assignment page
3. Click "Give a Diamond"
4. Optionally add a comment about what went well
5. Submit

Visibility

Diamonds appear on the consultant's resume, including the shareable public version. The resume shows the total Diamond count and lists each Diamond with the company name and optional comment. This helps future clients gauge a consultant's track record.

13. Account Settings

Manage your personal profile, company configuration, security, and payment settings from the Settings area.

Profile Settings

• Personal Info — Name, email address, phone number
• Password — Change your password at any time
• Social Media — Link your professional social media profiles (LinkedIn, etc.)

Company Settings

Company admins can manage:

• Company Profile — Name, description, logo, contact information, and billing addresses that appear on invoices
• Social Media & Links — Your company's public profiles; added and removed as you go, independently of the Save button
• Invoices You Receive (hiring companies) — Shows your grouping and default AP recipients; both are set on Settings → Invoice Groups
• Invoice Copy Notifications (consulting companies) — Default internal recipients for copies of invoices you send
• Capabilities — View your primary role and optionally enable the secondary mode (hiring or consulting)
• Security — Two-factor authentication is required for all users platform-wide (not a per-company toggle)

Two-Factor Authentication (2FA)

Two-factor authentication using time-based one-time passwords (TOTP) is required for every user. It is mandatory across the platform — it is not an optional feature and cannot be turned on or off by admins or individual users.

Payment Methods (Hiring Companies)

Manage the payment methods used to pay invoices. Only company admins can add or remove payment methods.

• Manual Bank Transfer — the default, set up for you; each consulting company gets its own bank account details
• ACH on demand — connect a bank account, and pay each invoice when you choose to
• ACH Auto-pay — the same bank account, debited on each due date

Connecting a bank account does not change how you pay anyone — your default stays where it is until you move it. Below the methods, every consulting company you pay has its own row and its own choice, so you can pay one by ACH while the rest stay on transfer. A single invoice can also be paid a different way without changing the setting behind it.

Payout Setup (Consulting Companies)

Connect your bank account to receive payouts from Prilet. The setup requires business information and bank account details. See the Payouts section for detailed setup instructions.

Invoice Groups (Hiring Companies)

Create and manage invoice groups to bill some projects apart from the rest — by department or cost centre. Each group can have its own email recipients for the payable invoice (Invoice ready emails). Groups are created here and applied on the project page. This page also carries the two company-wide defaults a group overrides — Default grouping and Default recipients. Whether a group divides your invoices or only addresses them depends on the first of those — see Invoice Groups in the Billing section.

Invoice Copy Recipients (Consulting Companies)

Consulting company admins configure who receives internal copies of outgoing invoices:

• Company default — Settings → Company Settings → Invoice Copy Notifications (comma-separated emails). Applies to all clients unless overridden.
• Per client — Settings → Agreements → [client] → Invoice Copy Recipients. Overrides the company default for that relationship only.

If neither is set, all company admins receive copies. This is independent of Invoice Notifications (which is for invoices your company receives as a hiring client). See also Agreements → Invoice Copy Recipients.

Agreement Templates

Company admins can configure agreement templates in Settings → Agreement Templates. Templates define the default instructions, contact information, and documents that will be shared with counterparties when new agreements are established. See the Agreements section for details.

User Management

Company admins can:

• Invite new users to the company
• Assign roles (consultant, manager, admin, timekeeper)
• Assign managers to consultants
• Deactivate or reactivate user accounts

Inviting Companies to Prilet

Admins only. The Invite to Prilet tile (Dashboard → Administration) lets you invite external companies to work with you — this is different from adding a teammate to your own company under User Management. If they don't have an account yet they create one; if they already do, they review the invitation while signed in and accept or decline.

• Pick who you're inviting. The available invite types depend on your company: hiring companies can invite a consulting provider (an independent consultant or a firm — they pick Solo Pro or Agency at signup); consulting companies can invite customers, owner-operator subcontractors, and subcontractors placed through a firm.
• Start from a template. Each invite type comes with a ready-to-send default message. Edit it before sending, or save a reusable version for your company under Templates (with Reset to default to revert). Templates are the joining invitation for people new to Prilet. Someone who already has an account gets a shorter request to review the invitation instead.
• Personalize with merge fields like {{recipient_name}}, {{inviter_company}}, {{sender_name}}, {{signup_link}}, and {{agreed_rate}}, then use Update preview to see the exact branded email.
• Inviting a subcontractor? Add the rate you agreed. On the two subcontractor invite types there's an optional hourly rate field. It fills in {{agreed_rate}} in your message and pre-fills the offer they send you, so nobody retypes a number you both already settled. (If they forward your invitation to someone else, the pre-fill is skipped — it only applies to the person you addressed it to.)
• Send with To and CC. Replies go straight to you (the sending admin). New companies get a signup link that pre-selects the right plan; companies already on Prilet get a link to review and accept. Offers written against the invitation appear in their Offers once they accept (or once they register from the signup link).
• Track and resend. The invitation list shows each recipient's status (Sent / Accepted / Declined); you can resend any invite that hasn't been accepted yet. If the address was wrong, edit it on the same invitation — that retires the old link and keeps any offers attached.
• Their offer arrives when they're ready. For subcontractor invites, the sub sends you an offer for their consultant as soon as their resume goes live — it lands in your Offers list, and opening it starts the arrangement.

14. Notifications & Emails

Prilet keeps everyone informed by email as work moves through the platform — proposals, weekly hours, adjustments, invoices, payments, and payouts. Every email is automated and triggered by an action in the app. This section lists what Prilet sends and, importantly, who receives each one.

Sender & Deliverability

All Prilet notifications are sent from noreply@notifications.prilet.com. Replies to that address aren't monitored — reach a human at support@prilet.com (or the in-app Contact form).

Who Receives What

Recipients are determined by role and by a few configurable settings. These are the building blocks referenced throughout the catalog below:

Email Catalog

Account & access

Assignments

Weekly hours & adjustments

Invoices, payments & payouts

Agreements, subcontracting & sharing

Reminders

Account status

15. Security & Privacy

Prilet is built with security at every layer. Your data, your payments, and your business information are protected by industry-leading standards.

Infrastructure Security

• Encrypted Data Transmission — All communication between your browser and Prilet is encrypted using TLS/SSL
• Secure Password Storage — Passwords are hashed using industry-standard algorithms; we never store plaintext passwords
• Two-Factor Authentication — Mandatory for all users; TOTP-based authenticator apps
• Role-Based Access Controls — Granular permissions ensure users only see and do what their role allows

Payment Security

All payment processing and fund transfers on Prilet are powered by Stripe, the world's leading payment infrastructure platform. Stripe processes hundreds of billions of dollars annually for millions of businesses worldwide, including industry leaders like Amazon, Google, and Shopify.

Access Controls

Prilet enforces strict access controls throughout the platform. See the Authorizations section for a complete breakdown of permissions by role.

• Users can only access data within their own company
• Financial information is restricted based on role and management hierarchy
• 2FA is required for all users
• Account deactivation immediately revokes access

16. Integrations

Prilet integrates with popular accounting software so consulting companies can keep their books in sync automatically — no manual data entry required.

Overview

Integrations are available to consulting company admins under Settings → Integrations. Each integration connects your Prilet account with a third-party service using a secure OAuth connection.

Zoho Expense

Connect Zoho Expense to import billable-to-customer expenses straight into your Billable Expenses inbox, so you can invoice them through Prilet instead of billing them via Zoho’s legacy QuickBooks path.

Who connects it matters more than anything else on this page. Zoho’s API answers as the person who authorized it, and there is no “whole organization” setting to turn on. Connect with an account that is a Zoho Expense Admin and sits in the approval chain for every person whose expenses should reach Prilet — normally whoever approves expense reports for the company. Expense reports that never route to that person cannot be seen by Prilet, and there is no error when that happens: the import simply stays empty. Being an Admin on its own is not enough.

• Choose your data center (US / EU / IN / AU / CA / JP) on the connect screen, then sign in to Zoho and authorize. Prilet auto-selects your organization (or you pick it if you have several).
• Map customers once. Under the Zoho card, map each Zoho customer to the matching Prilet company. Expenses for unmapped customers land under the Needs mapping filter until you map them.
• Automatic routing. When a single assignment matches the customer and the person who incurred the expense, Prilet links it automatically and the invoice inherits the invoice group and recipients of that assignment’s project. Anything ambiguous waits for you in Needs mapping.
• Imports run automatically every few hours; use Sync now for an immediate pull. Receipts stay in Zoho (pull them manually if a customer requests one). Prilet never writes back to Zoho.
• Subcontractors need an internal email. A sub is in your Zoho under an address on your domain and in Prilet under their own, so Prilet cannot connect the two until you record it on their arrangement. Until you do, their expenses arrive under Needs mapping for you to route by hand.
• If expenses you expect never appear, check the approval routing before anything else. A report Prilet cannot see looks identical to a report that was never submitted. Reconnect on the Zoho card re-authorizes without disturbing your customer mappings or settings — use it after changing who approves, or when Prilet asks for a new permission.

QuickBooks Online

Connect your QuickBooks Online account to automatically sync invoices and payment status from Prilet. When you send an invoice or receive payment in Prilet, it appears in QuickBooks without any manual work.

How It Works

Connecting QuickBooks

What Gets Synced

Settings & Management

Once connected, you can manage your QuickBooks integration from the Integrations page:

• Sync Invoices — Toggle automatic invoice syncing (voids included) on or off
• Sync payments & reconcile payouts — Record payments and post Stripe-payout settlement entries automatically (requires account mapping — see Payments, Fees & Bank Reconciliation)
• Record received invoices as Bills — Book invoices you receive (e.g. from subcontractors) as QuickBooks Bills and clear them on payment (requires account mapping — see Bills (Accounts Payable))
• Recent Activity — View a log of recent sync actions with success/failure status
• Disconnect — Revoke the connection at any time. Existing data in QuickBooks is not removed.

Payments, Fees & Bank Reconciliation

When you turn on payment sync, Prilet keeps your QuickBooks books matching your Stripe activity automatically — including Stripe processing fees — and makes your Stripe deposits easy to reconcile against your bank feed. Here's how it works:

• When an invoice is paid, Prilet records the payment into a Stripe Clearing account (think of it as "money collected, not yet in the bank").
• When Stripe deposits a payout to your bank, Prilet posts a single journal entry that moves the money out of Stripe Clearing into your bank account and books the Stripe fee as expenses.

One-time setup: map your accounts

On the Integrations page, under Payments & payout reconciliation, map these QuickBooks accounts (payment sync stays off until they're set):

• Stripe Clearing — click "Create Stripe Clearing account" to have Prilet make it for you, or pick an existing one.
• Bank / checking — the account connected to your bank feed where Stripe deposits land.
• Stripe fees — an expense account for processing fees.

Income accounts by invoice type

Under Invoice income accounts, map a separate income account for each invoice type so your P&L cleanly separates them:

• Services income — consulting / hours-based revenue.
• Reimbursed expenses income — billable expenses recovered from customers.
• Manual / other charges income — ad-hoc charges invoiced directly.

Until you map these, synced invoices use your QuickBooks default sales item (existing connections keep working — nothing breaks).

Matching the bank deposit

Each Stripe payout creates a deposit line in your bank-account register in QuickBooks. When the matching deposit shows up in your bank feed, click Match in QuickBooks. If one bank deposit bundled several Stripe payouts, use QuickBooks' multi-select match to match them all at once.

Reading the Stripe Clearing balance

The Stripe Clearing account should return to about $0 after each payout. A balance that stays above zero simply means some money has been collected but Stripe hasn't paid it out to your bank yet — it's "in transit." This makes Clearing a handy at-a-glance check that everything reconciles.

Bills (Accounts Payable)

Everything above is for invoices you send (money coming in). Prilet can also handle invoices you receive (money going out). If you work with subcontractors and you're the prime, your sub bills you through Prilet — and Prilet can automatically record that as a Bill in your QuickBooks, then clear it with a bill payment when you pay. The subcontractor shows up as a Vendor.

This is cleaner than accruing subcontractor costs with a manual journal entry: a Bill is a real payable that pays down and closes itself when you pay it.

One-time setup: map your accounts

On the Integrations page, under Bills (Accounts Payable), map these QuickBooks accounts (Bill sync stays off until they're set):

• Services / Expenses / Manual bill accounts — the account each received invoice type is booked to. Usually an expense account (for example, "Subcontractor Costs" for services), but you can also pick a balance-sheet accrual/clearing account (e.g. "Accrued Subcontractor Fees") if you recognize the expense via a month-end accrual. All three are required.
• Bank account you pay from — your real operating/checking account that's connected to your bank feed. Not a clearing account — paying from the real account is what lets QuickBooks match the bill payment to your bank feed.
• Accounts Payable account (optional) — leave unmapped to use your default A/P account.

If you previously mapped a single bill account, it's kept as your Services account — map the two new ones (Expenses, Manual) to re-enable Bill sync.

Matching the bank payment

When you pay a sub through Prilet, Prilet records a bill payment from your bank account for the full amount. Because you pay the full invoice (Stripe and Prilet fees are the subcontractor's, not added to what you owe), it matches your bank feed one-to-one — just click Match in QuickBooks. The bank line may show up a day or two before Prilet's record if you paid by manual bank push; QuickBooks still finds the match within its date window.

17. Authorizations

This section provides a comprehensive reference of who can do what across the Prilet platform, broken down by company type and user role.

Consulting Company Permissions

Consulting companies have three roles: Consultant, Manager, and Admin.

Hiring Company Permissions

Hiring companies have three roles: Admin, Manager, and Timekeeper.

Financial Visibility (Consulting Companies)

Access to financial data (rates, earnings, invoices) is carefully controlled: