About creating an invoice

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

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

When a quote has been issued for the job, progress and final invoices can relate to the quoted 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 or not.

Invoices for miscellaneous costs

You can also produce progress or final invoices for miscellaneous costs when you need to charge for costs that are not directly related to specific jobs. For example, when you are on a monthly retainer but did not work on any specific jobs during the month.

Retention invoices

You can create retention invoices when you need to allow your 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.