Invoicing

Invoice Workflow Example - Invoice Completed Tasks
WorkGuru has a very flexible invoicing functionality to suit any invoicing workflows.   This is an example of invoicing completed tasks, which will invoice ...
Thu, 16 Nov, 2023 at 12:49 PM
Invoice Workflow Example - Invoicing Remaining Balance
WorkGuru has a very flexible invoicing functionality to suit any invoicing workflows.   This is an example of invoicing The remaining balance of a project c...
Fri, 13 Jan, 2023 at 12:33 PM
Invoice Workflow Example - Progress/Milestone Invoicing
WorkGuru has a very flexible invoicing functionality to suit any invoicing workflows.   This is an example of invoicing based on progress or milestones   Th...
Thu, 16 Nov, 2023 at 1:06 PM
Invoice Workflow Example - Invoicing Actuals
WorkGuru has a very flexible invoicing functionality to suit any invoicing workflows. This is an example of invoicing just the actual amount of time and/or ...
Fri, 13 Jan, 2023 at 2:56 PM
Invoice Workflow Example - Invoicing Project Disbursements
WorkGuru has a very flexible invoicing functionality to suit any invoicing workflows.   This is an example of invoicing a purchase order that was raised wit...
Thu, 16 Nov, 2023 at 1:07 PM
Applying Payments
Once Payments have been setup, they can be applied to Invoices when payment has been received. Open the invoice detail page of the invoice you want to a...
Mon, 16 Jan, 2023 at 12:39 PM
Invoicing Permsssions
There are a number of permissions available to be used in staff roles to enable your invoicing workflows.   The Invoice Project permission allows staff to i...
Tue, 17 Jan, 2023 at 11:07 AM
Deleting an Invoice
Invoices can be deleted directly if they have not been sent to accounting yet. If the invoice has been sent to accounting or skipped, the delete button w...
Mon, 16 Jan, 2023 at 1:02 PM
Adding Notes to Invoices
WorkGuru allows you to record notes on the invoice that are available for other staff to view.   To add the note, click on the Notes tab of the invoice deta...
Mon, 16 Jan, 2023 at 2:12 PM
Adding Files to Invoices
WorkGuru allows you to upload files against an invoice that are available for other staff to view.   To add a file, click on the Files tab of the invoice de...
Mon, 16 Jan, 2023 at 2:16 PM