Overview of invoicing

A key part of any professional services company is issuing invoices to your customers for the work that has been done. Projectworks can be used for invoicing projects in:

fixed price (eg milestones)
time and materials

Expenses can also be easily included on invoices.

Thinking about your invoicing requirements when setting up a project will streamline your invoicing process. If set up well invoices can be accurately prepared with one click!

Users must have the Access Level to see dollars before they can be granted access to invoices in Projectworks.

Your Projectworks administrator can update your permissions in: Settings > Access Levels > Access Level Name

Use clever defaults to streamline invoice creation

While ultimately you are able to create an invoice how you want for whatever amount necessary. There are a number of defaults that can be set to save you time when creating an invoice.

Use different template layouts to control how your invoices are presented

You can set up multiple invoice templates if you need to produce invoices in different layouts.

Customise permissions to suit your workflow

While invoices can move through various statuses there isn't a defined workflow that must be followed. The actions a person is able to perform is determined by the setup of the access levels.

Integrate with your accounting system

Projectworks integrates with various accounting systems allowing invoices to be prepared in Projectworks and exported to your accounting system at the click of a button.

Xero
MYOB AccountRight (online version only)
QuickBooks (online version only)

Email invoices to your customers

Invoices can be emailed to your customers either from your accounting system or by using the invoice email process within Projectworks. It doesn't really matter which method you prefer but it is recommended you do all invoices the same way. If using the Projectworks email process the invoice PDF will be created using the template that has been set up in Projectworks.

Invoices can be emailed individually or in bulk.