Flexible line items
Build an invoice around the products or services being billed. Add quantities, discounts, shipping charges and taxes so the document reflects the details the customer needs to review.
Invoice with context
Turn completed work and services into clear invoices.
Prepare invoices for products, services or project time with the line items and business details each document needs. Review quantities, taxes, discounts and terms while keeping the client, project and recorded work behind the billing in view.
WHAT YOU CAN DO
The essentials, working together.
Practical tools for the work behind invoicing tool.
Your business details
Include your logo, contact details and terms on invoice documents. A consistent layout helps customers understand who issued the invoice and what information applies to the payment.
Work to billing
Review project and timesheet information when billing depends on completed work or recorded hours. Keeping those records nearby helps finance teams explain the amount on the invoice.
IN PRACTICE
Build invoices from the work and terms behind them
SmartAdmin supports invoices for products and services, including line item quantities, discounts, shipping charges and taxes. Teams can add the business logo, contact details and terms that make a document clear to the customer.
For project work billed by time, timesheet entries provide the detail needed to review billable effort before preparing an invoice. Client and project context help finance teams understand what is being billed and keep a useful invoice history.
HOW TEAMS USE IT01 02 03
Service billing
Prepare an invoice with the relevant services, quantities, tax details and terms.
Project time billing
Review recorded project time when work is billed according to effort.
Consistent documents
Use the organization’s logo and billing information across invoice documents.
A SIMPLE FLOW
From work recorded to invoice ready
Bring together the client, the work and the billing details before sending an invoice.
See the workflow in a demo- 01
Choose the client
Start with the relevant client and work.
- 02
Add the details
Set items, quantities, taxes and terms.
- 03
Prepare the invoice
Review the document before sharing it.
MADE FOR YOUR TEAM
Useful context for the people doing the work.
Finance teams
Prepare product, service or project time invoices with the right client and business details. Review line items and terms before sharing a document with the customer.
Project teams
Keep recorded work and billable hours connected to the client project. Finance can then see the delivery context when it prepares an invoice for that work.
Business owners
Follow the path from completed work to billing with client and project context in view. This makes it easier to review what has been invoiced and why.
SEE SMARTADMIN IN ACTION
See Invoicing Tool in your workflow.
Request a walkthrough with our team or explore SmartAdmin yourself.