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.
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.