- Simplify Your Billing Process
Project Billing & Invoicing for Accurate Job Costing
Streamline project billing, enhance accuracy, and boost efficiency with WorkCase’s comprehensive billing and invoicing tools.
Automated Invoice Creation
Generate invoices effortlessly from project data with a few clicks, ensuring all billable items are accurately captured without manual oversight.
Multi-Project Billing
Manage billing for multiple projects at once, consolidating or segmenting invoices to simplify your workflow and boost productivity.
Seamless Integration with Project Data
WorkCase’s project billing and invoicing tools integrate seamlessly with project data, capturing all billable hours, materials, and expenses with precision. This reduces manual entry and associated errors, allowing you to focus on service delivery without missed costs or delayed billing.
- Sync billing with project milestones.
- Reduce manual errors.
- Track billable items in real-time.
Enhanced Payment Tracking and Follow-Ups
Easily monitor payment statuses and follow up on outstanding invoices. With real-time status updates, manage receivables more effectively and maintain a healthy cash flow. WorkCase’s features save time, reduce missed payments, and support efficient collection practices.
- Track payment statuses at a glance.
- Improve cash flow with timely follow-ups.
- Reduce manual oversight.
Revenue Reports
Review revenue from each project to identify top-performing clients and services.
Aging Reports
Track overdue invoices proactively to reduce collection delays.
Profitability Analysis
Compare billed revenue with project costs to assess profitability.
Detailed Reporting and Financial Insights
Access comprehensive financial reports with WorkCase to analyze revenue trends, outstanding payments, and financial health. These insights help refine billing practices, improve financial forecasting, and enhance profitability.
Streamlined Collaboration and Approval Processes
Team members can share feedback, suggest edits, and approve invoices directly in WorkCase, ensuring accuracy and timely delivery.
Collaborative Drafting
Enable teams to draft and review invoices together for comprehensive billing.
Approval Workflows
Establish approval chains to guarantee that each invoice is reviewed by stakeholders.
Invoice Notes and Comments
Add notes and comments for better communication and context among team members.
Scalable Solutions for Growing Businesses
WorkCase’s billing tools scale to meet the needs of growing businesses. Whether managing a few projects or many, the platform adapts to larger teams and complex billing structures.
Multi-Client Management
Handle billing for multiple clients efficiently while keeping client details organized.
Bulk Invoicing
Create and send bulk invoices for larger projects or multiple clients to streamline billing.
Scalability and Customization
Adjust settings to match your business’s growth without compromising efficiency.
How are invoices created from field work?
Convert approved work orders and timesheets into draft invoices, automatically pulling in labour, materials, and expenses with the right rates and markups.
Do you support different billing models (T&M, fixed price, milestones)?
Yes. Bill time-and-materials, fixed-fee projects, or scheduled milestones; include deposits, progress draws, and retainage/holdbacks when needed.
Can change orders be billed cleanly?
Change orders are tracked against the project and can be itemized on invoices (with references and notes) so scope changes are visible and recoverable.
How do taxes, discounts, and surcharges work?
Apply configurable tax lines, line-item or invoice-level discounts, and optional surcharges; totals and subtotals are calculated automatically for clear client-facing breakdowns.
What visibility do we get into AR and profitability?
View invoice status (draft/sent/paid/overdue), aging, collected vs. outstanding amounts, and roll billed vs. cost data into project/job profitability reports.
- FAQs
Invoices & Project Billing — FAQs
Turn approved work into clear, accurate invoices. Pull in time, materials, and expenses from jobs; support progress and milestone billing; and keep AR and project profitability visible in one place.