![]() ![]() Such as when you are on a monthly retainer but did not work on any specific jobs during the month. You can also use progress or final Miscellaneous invoices when you need to charge for costs that are not directly related to specific jobs. For flexibility, progress or final invoices for actual time and costs can be created for a job regardless of whether there was a quote/estimate or not. When a quote/estimate has been issued for the job, progress and final invoices can relate to the quoted/estimated amount, or to estimated time and costs. Used only at the very end of a job when all work has been completed. Deposit invoices are a type of progress invoice that can be used to invoice the client for a deposit or progress payment. Used to invoice the client for progress payments as work proceeds on a job. WorkflowMax allows you to create two main types of job invoices. If you are using a file-based accounting system, you can choose to manually export a file of invoices on a weekly or monthly basis to import into your accounting system. If you are connected to Xero, your invoices will appear there when approved in WorkflowMax. For an example of this, see Setting up the Xero interface. allows you to map individual tasks and costs (at the line item level or job level) to specific accounts in your accounting system for a full General Ledger breakdown on revenue and expenditure.These will also be recorded against your job to create a full financial picture of your job allows you to write off any time and costs, which you don't have any intention of billing your clients.populates the revenue against the job to give you an overall indication of profit.Ledger as outstanding items to be invoiced removes the job from the estimated billings and WIP Work In Progress in WorkflowMax is all uninvoiced staff time and disbursements recorded on client jobs. ![]() marks the time and costs on a job as invoiced.In addition to creating invoices in WorkflowMax, invoicing: ![]()
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