Integrated Accounts

WorXflo’s invoice management offers the flexibility to deliver invoices in various ways, enabling you to create:

Upon job completion, invoices can be automatically sent to customers. Each customer can have configured rates for labour and material mark-ups, simplifying job pricing. The field service invoice can calculate time, parts and materials associated with the job.

For customers with multiple jobs, WorXflo allows you to easily consolidate these jobs into a single invoice, detailing each job on a separate line.

Create and manage your Purchase Orders to assign and track them against their associated jobs.

For scheduled maintenance contracts, benefit from the Accounts Recurrences feature, allowing you to set up a billing schedule for fixed amounts. After creating the initial invoice, you can specify the billing frequency, and WorXflo will handle the rest. For ad-hoc billing, simply click a button to print or email invoices directly to your customers. If more Ad-hoc, a simple click of a button to print or email the invoice straight to your customer.

For regular subscriptions, create internal Purchase Orders or ad-hoc needs, you can quickly print or email the Purchase Order to your supplier with a single click.

WorXflo assists with cash flow management by allowing you to monitor your VAT liability with each invoice or Purchase Order.

Easily track income and expenses, manage accounts payable and receivable, and reconcile bank transactions, all while keeping your financial data organised.

Utilise diverse reporting options to monitor costs, evaluate budgets, and analyse trends for strategic planning, empowering you to make informed decisions based on real-time data.