Invoicing

Invoicing

Generate template driven Invoices, review Un-Billed / WIP, Integrate with your accounting software, view client billing history with support for T&M, Fixed Fee, Milestone based Jobs.

Reduce errors and get paid faster

Simplified Invoices

  • Multiple Templates

    Create templates to adjust the invoice formatting, header & footers, show P.O. number, billing address, billing contact, sales person, employee, and options to provide subtotals where and as needed.

  • Flexible options

    Support for T&M, Fixed Fee, Milestone and Expenses. Ability to add to Pre-Bill for review and consolidation.

  • Billed and Un-Billed Graphs

    Review last six months of Invoice and Un-Billed totals, take action on unbilled with a single click.

  • Integrations

    Internal integration with Job orders, time keeping and Expense. External integration with Quickbooks and Dynamics Business Central with support of dimensions.

Real-time A/R visibility

  • Record Payments

    Sync payments from your integrated accounting software and map to invoices.

  • A/R reporting

    Drill down to A/R by customer and view historical payments and adjustments.

  • Reporting

    Easily take action and control spending with detailed reporting, dashboards, and analytics at your fingertips.

Intelligent Approvals

  • Approval workflows

    Select who approves (Client, PM or Manager) to define the approval workflows for timesheets and Expenses.

  • Export Approvals

    Generate PDF's with time data and merge approval attachments.

  • Reduce Errors

    Automatic validations of timesheet entries minimize errors for common and specific business requirements.

  • Alerts and notifications

    Make timely submissions and approvals with alerts and notifications.

Efficiently manage your Recievables.

Plan, invoice, and analyze to lead your business.

Simplified invoicing for finance teams.

Streamline Customer Invoicing into one solution, simplifying reconciliation and consolidation.

Reduce errors

Wide range of billing models which supports discounts and billing rules to reduce revenue leakage