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:
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fixed price (eg milestones)
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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!
Read more about how to create an invoice →
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.
Read more about invoice defaults →
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.
Read more about invoice templates →
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.
Read more about invoice approvals →
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.
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Xero
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MYOB AccountRight (online version only)
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QuickBooks (online version only)
Read more about integrations →
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.