Invoicing & billing
Hours, visits and tasks your team marks billable wait in Ready to Invoice. Create draft invoices for many accounts at once, send them, record payments and see exactly what’s owed.
Ready to Invoice
Completed billable time, visits (with mileage) and tasks collect in Ready to Invoice. Pick a date range, check each account’s items, tick the accounts — or select all — and create draft invoices in one go.
Invoices
Build drafts with services, custom lines and discounts, per-line tax, payment terms, notes and a footer. Add an approval step before anything goes out, then send, share a no-login link, or download a PDF.
Payments
Record the amount, date and method, then apply it to specific invoices — or let WorkPro apply it oldest first. Each account’s Billing tab shows what’s ready to invoice, the balance owed, what’s overdue and any credit on account.
Reports
Billed vs Collected, AR aging, revenue by account and by service, plus the numbers service businesses live by: realization, utilization and unbilled work-in-progress aging. Every report downloads as CSV.
Capabilities
Quote with line items on the deal, then Create Invoice in one click.
Optional Submit for Approval with Approve or Return.
Retainers and maintenance plans bill themselves on schedule.
Multi-step reminder emails before and after the due date.
Issue credit notes, apply account credit and request deposits.
Percent of balance or a flat amount — applied consistently.
See how much of your team’s time turns into revenue.
Invoices, payments and credit notes sync both ways.
Activities and time on an invoice are locked to prevent double billing.
Better together
Every WorkPro module shares your accounts, contacts and deals — so the work flows from one to the next.
FAQ
Straight answers about what WorkPro does today. Can’t find yours? Ask us during a demo.
Yes. Completed billable time entries, visits and tasks collect in Ready to Invoice, where you can review them by account and create draft invoices for many accounts at once.
Yes — recurring invoices are built for retainers and maintenance plans.
Yes. Each sent invoice has a link your customer can open without signing in, and you can download or print a PDF. Use View as Client to see exactly what they see.
Yes. WorkPro syncs accounts, billing contacts, services and products, invoices, payments and credit notes with QuickBooks Online, with a direction you choose for each record type.
Billed vs Collected, AR Aging, revenue by account and by service, Realization, Utilization and Unbilled (WIP) Aging — all downloadable as CSV.
See WorkPro with your own pipeline, projects and invoices in a 30-minute walkthrough. We’ll help you import your data, too.