Invoicing

Invoicing Overview
In WorkGuru, invoices must be raised from either a project or a stock sale.  It is important to note you can only invoice BILLABLE line items, so the billab...
Thu, 16 Nov, 2023 at 12:44 PM
Managing Invoices
Although invoices in WorkGuru can only be raised in individual projects and stock sales, they can be managed centrally in the invoices dashboard. The in...
Mon, 15 Jan, 2024 at 1:04 PM
Editing Invoices
WorkGuru allows you to edit invoices as long as they are in the appropriate condition to do so.   Editing invoices does not allow you to add or remove line ...
Mon, 11 Dec, 2023 at 10:54 AM
Staff Rates Invoicing
If your workflow requires you to invoice task timesheets at the staff members individual billable rate, this is managed in the project's quick invoice p...
Tue, 18 Apr, 2023 at 2:45 PM
Project Invoices
Invoices can be raised from the project's quick actions menu at anytime (you don't need to finish the project or have time and materials entered bef...
Thu, 16 Nov, 2023 at 12:45 PM
Stock Sale Invoices
When invoicing stock sales, you can raise an invoice for a entire stock sale, or partially invoice the sale to match what has been dispatched. Add or selec...
Fri, 13 Jan, 2023 at 10:11 AM
Project Group Invoicing
Project groups allow you to invoice centrally across all the projects in the group.   This is handy if you need to issue the client one invoice for a number...
Thu, 16 Nov, 2023 at 12:47 PM
Project Phase Invoicing
Another function of project phases is the ability to use them to group related tasks and product lines together to invoice them as a phase.  From a project&...
Tue, 18 Apr, 2023 at 1:05 PM
Rounding when Invoicing in WorkGuru
Due to WorkGuru's flexibility to be able to invoice any line item for any qty, fixed amount or percentage, the resulting subtotal can calculate to a lon...
Wed, 18 Oct, 2023 at 11:40 AM
Invoice Workflow Example - Invoice Full or Deposit of Forecast.
WorkGuru has a very flexible invoicing functionality to suit any invoicing workflows.   This is an example of invoicing a fixed or percentage amount of the ...
Fri, 13 Jan, 2023 at 12:28 PM