How Does BaseBuilders Handle Historical Client Financial Data?

When a new client is onboarded to BaseBuilders, they have the option to import their past projects, along with each project's fees and total billings to date.

The Catch-Up Invoice

Rather than recreating a complete invoice-by-invoice history, BaseBuilders creates a single catch-up invoice for each imported project, based on the historical data you supply. This brings your billed-to-date totals current without needing to reconstruct every invoice that was ever issued.

Gathering the Data

BaseBuilders provides spreadsheet templates to help you gather the historical fee and billing data needed for this import.

What Isn't Imported

This process does not recreate a complete history of every individual invoice sent to a client, nor does it recreate the income received against those individual invoices. Only a single catch-up transaction is created per project, so that your billed-to-date figure is accurate going forward — the underlying invoice-level detail from before onboarding isn't reconstructed in BaseBuilders.

Summary

Historical client financial data is brought into BaseBuilders through an onboarding import of past projects, fees, and total billings, using spreadsheet templates to gather the data. A single catch-up invoice is created per project to bring billed-to-date totals current — this does not reconstruct the full historical invoice or income detail, only the current cumulative totals.