WorkflowMAX imports your tax rates from Xero or QuickBooks, so your existing tax setup carries across automatically. When creating an invoice, you choose which tax rate applies to each line item, or create the invoice exclusive of tax. This supports GST (AU/NZ), VAT (UK), US sales tax, and Xeros Domestic Reverse Charge for UK construction.

Yes. Batch invoicing lets you raise invoices across multiple jobs in a single workflow, which is particularly useful at month-end or when billing recurring retainer clients. Combined with automated sync to Xero or QuickBooks, this significantly reduces the administrative overhead of billing cycles.

Revenue leakage typically happens when time goes unbilled, WIP ages without being invoiced, or manual processes introduce errors between tracking and billing. WorkflowMAX closes these gaps by connecting time tracking, job costing, and invoicing in one platform so every billable hour and cost flows directly into invoices without re-keying or reconciliation across separate tools.

WorkflowMAX integrates natively with both Xero and QuickBooks Online. Approved invoices flow to your accounting platform automatically, with account codes, Xero tracking categories or QuickBooks classes/locations, and tax rates mapped in advance so line items land in the correct accounts without manual coding. Payment statuses sync back, keeping your job financials current. This means invoicing in WorkflowMAX and accounting in Xero or QuickBooks work as a single workflow.

Yes. Custom print templates let you design invoices with your logo, colours, terms, and whatever level of detail your clients need from a clean summary to full timesheet breakdowns with dates, staff, and rates. Templates are reusable and can include merge fields that pull data from the job automatically.

You can issue multiple progress invoices against a job either as a percentage of the quoted value, a fixed amount, or based on actual time and costs incurred in a period. WorkflowMAX tracks what's been invoiced versus what remains, so your WIP position stays accurate. For firms billing monthly against long-running engagements, this keeps cash flow moving without waiting for project completion.

Yes. Phase-by-phase invoicing lets you select exactly which phases to include each time you raise an invoice. Charge for completed design work while construction is still underway, or bill each project stage as it wraps up. Phase-level invoicing connects directly to your quoted structure, so the amounts tie back to what the client agreed to.

WorkflowMAX supports time and materials, fixed price, percentage of quoted value, progress invoicing, and milestone-based billing all within the same platform. You choose the method per job, so a firm running fixed-fee advisory work alongside time-based consulting can handle both without workarounds. This flexibility is built into the quoting-to-invoicing workflow, not added as an afterthought.