Create beautiful, customised invoices – quickly!

Control every aspect of your invoice, from how it looks to what information gets displayed.

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Simple invoice

Want a simple invoice with basic project information? No problem.

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Add a little detail

Or does your client need more info? Add Task, cost quantities and rates easily!

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Include it all

For the demanding client - go all out! Display who did what, when, for how long and for what value. Add in any notes, descriptions and custom payment terms, all with a single click.

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Multi-job invoices

Want to bill a client for multiple jobs? Now you can, all in one invoice!

Calculate your invoice however you like

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Progress amount

Issue a deposit type invoice from any job - based on actual time and costs or quoted values.

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Actual time and costs

Pull through data from your tasks timesheets and cost tables for accurate time and cost billing.

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Quoted time and costs

Create full or partial invoices based on your quoted amounts

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Percentage of value

Invoice based on a percentage of the quoted value.

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"The integration is seamless. Raise an invoice in WorkflowMax and it automatically gets sucked through to Xero."

CARL MULLINS, ENTRION

It’s easy - no credit cards, no contracts.

6 reasons you’ll love invoicing in WorkflowMax

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Manage from one central place

Create new progress invoices or final invoices from the Invoice Manager, get a snapshot of how your cashflow is looking, instantly know which clients owe you money and easily keep track at every stage.

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Flexible ways of invoicing

Whether you invoice based on actual time and costs, quoted/estimated time, percentage of quoted value or progress amount / deposit, WorkflowMax has the options you need.

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Control the information

Invoice your way, whether it’s based on actuals or a quoted amount, on tasks or staff rates. Determine how much and exactly what information appears on your invoice.

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The brand factor

Get your invoice looking the way you want it in the clever invoice creator. Add your own logo, branding, payment terms and optional extras. Send beautiful custom invoices in a matter of minutes.

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Seamless Xero integration

Combine Xero and WorkflowMax for powerful small business invoice software. Push your sales invoices into Xero, with all the info intact. Once reconciled, you can see your profitability in WorkflowMax.

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Custom rates

Charge out team members at different rates by creating custom hourly rates for your staff.

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Push your sales invoices into Xero - at the click of a button

Invoice Number

The same invoice number in WorkflowMax and Xero.

Job Information

Find all the details you need with ease.

Separate Tasks

All your tasks stay the same, in the same order.

Costs

Costs separated out for easy comprehension.

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"Quoting is one of the coolest features of WorkflowMax. If somebody calls me and tells me he wants a website, I can send a quote while he’s still on the phone. I’ll go to templates, type the name in, adjust some figures, & bam!"

Brett Hancock, Creative Director, Born Digital

Got questions? We have answers

I’m not sure which invoicing option is better for my business – based on a quoted amount, or based on actual time or costs?

Generally businesses within specific industry types tend to invoice in a similar fashion but it depends very much on the type of work you do. For example, if you’re a creative agency, you might invoice when the job is complete, based on a quoted price. If you have much longer term work engagements you might use work in progress (WIP) billing processes, where all time and costs worked in a period are captured and bundled up as a progress invoice. The great thing is that WorkflowMax is flexible enough to cater for the varying nature of invoicing within your industry vertical

Can I add my logo to my invoices?

You sure can! WorkflowMax lets you customise your invoice. Use Custom Templates to create beautiful invoices that reflect your brand.

In my business we sometimes need to send invoices as we go...Is this possible in WorkflowMax?

It sure is. You can create multiple progress invoices when you need to invoice a client for ongoing work on a job.

We invoice our progress every month e.g. 70% one month then the remaining 30% in the following month. Can this be achieved with WorkflowMax?

Yes it sure can! If you have created a quote for the project, you can issue a progress invoice as a percentage of the quoted value as you go. Keep track of your uninvoiced 'Work-In-Progress' (WIP) from the financial tab of the job or under Business and “Work in Progress”. !

We send out invoices for work regularly, can we automate this in WorkflowMax?

Currently – if you’ve chosen to integrate your WorkflowMax account with Xero – you can set up recurring invoices in Xero and import this manually into recurring jobs in WorkflowMax. If you upgrade to Workflowmax Premium, as long as the references matchup, invoices can automatically flow back from Xero to the respective jobs. For more information contact one of our product specialists and they’ll be happy to help!

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