Types of Invoice

WorkflowMax allows you to create two main types of job invoices.

  • Progress invoices. Used to invoice the client for progress payments as work proceeds on a job. Deposit invoices are a type of progress invoice that can be used to invoice the client for a deposit or progress payment.
  • Final invoices. Used only at the very end of a job when all work has been completed.

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. 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.

You can also use progress or final Miscellaneous invoices when you need to charge for costs that are not directly related to specific jobs. Closedsuch as when you are on a monthly retainer but did not work on any specific jobs during the month.

Retention invoices

Retention invoices are used to allow the client to withhold payment on an agreed percentage of the original quote until the work is completed to their satisfaction.

WorkflowMax allows you to produce retention invoices by using a combination of progress invoices and a final invoice.

For further details see Producing retention invoices.

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