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Easy-to-use online invoicing software.

Get paid faster with easy-to-use online invoicing software. Enjoy the integration between job, time and cost tracking with a seamless data flow into Xero for end-to-end efficiency.

Screenshots showing invoicing on laptop and mobile devices

Create beautiful, customised invoices quickly

Invoice any way you want

Whether you want to invoice using progress amounts, actual time and costs, quoted time and costs, or percentage of value, WorkflowMax can do it all for you!

Icons depicting invoicing options of progress amount, time costs (actual and quoted) and percentage of value

Create a simple invoice

If your clients prefer a simple invoice with basic project information, that’s easy to create in WorkflowMax.

Example invoice design

Send a detailed invoice

Or do your clients need more info on their invoices? You can easily add tasks, cost quantities and rates.

Example of detailed invoice design

Display it all on the invoice

Some clients need all the details, so you can easily expand what’s included in an invoice. 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.

Example of detailed invoice

Save time by sending a multi-job invoice

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

Example of multi-job invoice

WorkflowMax pricing

See the range of scalable plans to suit you and your business. Experience all the benefits of an enterprise-grade system without having to pay thousands of dollars. No setup fees. No upfront costs.
View pricing

Make life simpler with WorkflowMax invoicing software

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Manage from one central place

Create new progress invoices or final invoices from with ease. Get a snapshot of how your cash flow is looking and know instantly which clients owe you money.

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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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Get paid faster with seamless Xero integration

Combine Xero and WorkflowMax for powerful small business invoice software. Push sales invoices into Xero, then reconcile and see your profitability in WorkflowMax.

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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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Amplify your brand

Get your invoice looking the way you want using 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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Custom rates

Charge out team members at different rates by creating custom hourly rates for your staff and adding them to your invoices.

"The invoice tool in WorkflowMax allows you to design invoices that work for how you do business. It's easy, accurate, and a big time saver!"
Brett Hancock Creative Director, Born Digital

Got questions? We have answers!

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.
You sure can! WorkflowMax lets you customise your invoices. Use custom templates to create beautiful invoices that reflect your brand.
It sure is. You can create multiple progress invoices when you need to invoice a client for ongoing work on a job.
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 un-invoiced work in progress from the financial tab of the job or under 'Business' and 'Work in Progress'.
Currently, if you’ve chosen to integrate your WorkflowMax account with Xero, you can set up recurring invoices in Xero and import these manually into recurring jobs in WorkflowMax. If you upgrade to WorkflowMax Premium, as long as the references match up, invoices can automatically flow back from Xero to the respective jobs. For more information, contact us - we'll be happy to help!

Additional features

Lead manager Track your leads, proposals and sales projections all in one place. Learn more
Client manager
Client manager Manage your client relationships and store information about them in one place. Learn more
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Quoting Send professionally branded, highly customised quotes in minutes. Learn more
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Document management Store, manage and share documents directly in WorkflowMax or through Box, DropBox and Google Drive. Learn more
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Job, task and staff management View and manage all aspects of all jobs from one place. See at a glance what’s tracking to deadline and what jobs are running behind. Learn more
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Time tracking Track and report on every minute of every day, for every staff member throughout the year. Choose from six different ways to enter timesheets. Learn more
Collaboration manager Send emails and attachments directly to a job or quote so everyone can collaborate. Learn more
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Mobile Track time offsite, view jobs, contact clients and record your time on the go, from anywhere. Learn more
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Work in progress manager WIP manager lets you easily view and manage all of your un-invoiced work in progress on all of your jobs. Don't get underpaid again. Learn more
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Invoicing Create invoices any way you want and send them all in a few simple clicks. Control every aspect from how your invoices look to what information gets displayed. Learn more
Xero integration Link with Xero to instantly and automatically keep your job management and accounting data fully reconciled at all times. Learn more
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Reporting Use the report builder to build any report you want in seconds including invoice analysis, debtors, performance, time and WIP. Learn more
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Purchase orders Manage your purchase orders and accurately track actual costs against budgeted costs. Learn more
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Job costing & profitability report See your profitability in seconds and make decisions on whether you’re charging enough. Learn more
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Performance reporting View your most profitable employees, understand profitability across different client categories and know which services make you the most money. Learn more
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