Invoicing

Get paid right on the spot. With ProjX360 invoicing your technicians can create an invoice while they are still on the jobsite to collect for the work they just completed. This will help with your cash flow not having to wait until the customer gets around to paying and will save you countless hours trying to collect for that invoice.

Invoices

Creating an invoice is quick and easy. Just select if it is an invoice for a work order, project, or client and then it auto fills in all the information and takes you into the invoice. Once inside the invoice you can easily add items to the invoice by just typing in an item, selecting an item from the product data base, labor, or bring in items from Portal.

When you select an item from the product data base it will bring over the pricing so the technicians don’t have to remember the pricing of all the items. It will also give the option to bring over the labor associated with that item or not by a check box. If there are accessories attached to that item the system allows you to choose if you want to add these accessories or not. When you select labor, you can then select from one of the labor phases you setup in the software and it will then bring over that labor rate for that labor phase so labor is billed correctly. Bringing items over from Portal is easy just type in the part number or manufacture the search and Portal will bring back everything related to your search then select your item and it will bring over the item and pricing.

After you have everything added to the invoice select the tax rate from your tax rates that you want applied to this invoice and get an electronic signature and payment. You can then email a copy to the client and export it to QuickBooks Online or Xero and you are done and have your money.

Invoices


Invoices

Invoices