Invoicing & Billing
Invoice completed work, track billing readiness and sync to accounting.
How do I create and send an invoice?
Create an invoice in Draft, add line items or snapshot billables from usage records, purchase orders, and approved timesheets, then send it to the customer. Invoice statuses then track delivery, viewing, and payment automatically.
What do the invoice statuses mean (Draft, Sent, Viewed, Partial, Paid, Void)?
Invoices move through Draft, Sent, Viewed, Partial, Paid and Void. Draft is fully editable, Sent limits editing, Viewed means the customer opened it, and Partial and Paid are set automatically by WorkSkedge when payments are recorded. Void cancels an invoice while keeping the audit trail.
How do I record a payment against an invoice?
Record one or more payments on any invoice with amount, date, method (check, ACH, credit card, cash, other), reference number, and notes. WorkSkedge automatically recalculates the balance and flips the invoice to Partial or Paid.
How do I pull purchase orders, labour and materials onto an invoice?
In the invoice builder, pick the project first, then open Add costs. WorkSkedge lists the unbilled purchase orders, approved timesheet labour and usage records tied to that scope, and each one you select becomes its own invoice line so the audit trail back to the source record is preserved.
How do I apply a customer credit or vendor credit to an invoice?
Customer credits are credit memos you owe a customer: create and issue one under Finances > Customer Credits, then open the invoice and use Apply credit — full or partial. Vendor credits work differently: they are pulled into the invoice as negative line items when the invoice is built, always for their full amount.
How does holdback (retainage) work on invoices?
Set a default holdback percentage in Finance Settings and WorkSkedge withholds it on every new invoice, showing it as a holdback line on the invoice and the PDF. Withheld amounts build up as the project holdback balance — issued invoices only, not drafts — and you bill them later with Release Holdback on the Invoices page.
How do I find overdue invoices and chase what I am owed?
Open Finances > Receivables Ageing. It shows your total outstanding balance split into Current, 1-30, 31-60, 61-90 and 90+ days past due, with a row per customer so you can see who owes what and how late it is.