Tips and Tricks for Invoicing your Quotes
Join Leigh MacLeod, WorkflowMax Global Head of Customer and Nicole Elvy, Implementation Partner from Equation.
What to expect
Join Leigh MacLeod, WorkflowMax Global Head of Customer and Nicole Elvy, Implementation Partner from Equation.
With WorkflowMax, you’ve got four different ways to invoice: actual time and costs, estimated or quoted time and costs, percentage of quoted value, and progress amount. We’ll talk through the benefits of each when invoicing for your quoted work and how they can lead to you getting paid faster.
Who’s this for: Sales teams. Business development managers, administrators and job managers
What’s covered:
With WorkflowMax, you’ve got four different ways to invoice: actual time and costs, estimated or quoted time and costs, percentage of quoted value, and progress amount. We’ll talk through the benefits of each when invoicing for your quoted work and how they can lead to you getting paid faster.
Who’s this for: Sales teams. Business development managers, administrators and job managers
What’s covered:
- The benefits of each option of invoicing in WorkflowMax
- When to use each method of invoicing
- Progress invoicing vs final invoicing
- The implications on various aspects of WorkflowMax of using the different methods, such as estimated billings
- Sending your clients invoices from either WFM or Xero
- Xero Integration options
The job data you need to capture (such as time and materials) and how to capture it
How to analyse job data so you can improve job costing for future jobs
