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Invoicing Materials

Firma+

Preparation of invoicing materials from work reports and materials.

Dostupné pro:AdministrátorVedoucí

Invoicing Materials allows you to compile supporting documents for customer invoicing based on hours worked, materials and other project costs.

Creating a document​

  1. Go to Invoicing Materials
  2. Select the project and time period
  3. The system loads work reports, materials and other costs
  4. Review and adjust the items
  5. Export as PDF or pass to invoicing

Invoicing materials serve as an internal document on the basis of which an invoice is created for the customer.

Collecting data for bulk invoicing

Invoicing materials automatically collect data from work reports, materials and other costs for the selected period. Instead of manually adding up from different sources, you have everything in one place.

From document straight to invoice

Based on the prepared document, you can create a customer invoice in one step – items and amounts are pre-filled automatically.

Workflow: From report to invoice​

Work Reports + Materials → Invoicing Materials → Issued Invoice → Payment