Issue a deposit type invoice from any job - based on actual time and costs or quoted values.
Pull through data from your tasks timesheets and cost tables for accurate time and cost billing.
Create full or partial invoices based on your quoted amounts
Invoice based on a percentage of the quoted value.
CARL MULLINS, ENTRION
It’s easy - no credit cards, no contracts.
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.
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.
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.
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.
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.
Charge out team members at different rates by creating custom hourly rates for your staff.
The same invoice number in WorkflowMax and Xero.
Find all the details you need with ease.
All your tasks stay the same, in the same order.
Costs separated out for easy comprehension.
Brett Hancock, Creative Director, Born Digital
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
You sure can! WorkflowMax lets you customise your invoice. 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 uninvoiced 'Work-In-Progress' (WIP) 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 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!
Quickly and easily uncover inefficiencies and see where you can improve your business.
WorkflowMax offers you a complete, cloud based solution to manage projects and jobs
Owned by Xero, WorkflowMax offers the best integration with Xero accounting