Invoices
Flowtly offers comprehensive tools for managing outgoing invoices, enabling users to create, review, and dispatch sales invoices to clients. These features support accurate financial documentation for delivered services and products.
Create and Manage Outgoing Invoices
Flowtly allows you to generate and oversee all invoices issued to your clients.
* Create an invoice: Initiate a sales invoice by specifying client details, invoice date, due date, and relevant line items for services or products.
* Review invoice details: Examine invoice entries, calculations, and client information for accuracy before finalization.
* Attach supporting documents: Add relevant documents directly to your outgoing invoices, such as project reports or service agreements, for client reference.
* Preview invoice: Generate a preview of the invoice to verify its layout and content prior to sending.
* Send invoice: Deliver the finalized invoice to your client through the system.
* Monitor invoice status: Track the status of issued invoices, including pending, sent, paid, or overdue, within the invoice list.
Example use cases
- Generate an invoice for completed services: A project manager issues an invoice to a client after successfully delivering a project phase.
- Send a recurring monthly invoice: An administrator sets up and sends a monthly invoice for ongoing retainer services.
- Review an invoice before sending: A finance user verifies all line items and tax calculations on a draft invoice prior to dispatch.
- Attach a timesheet to an invoice: A consultant includes a detailed timesheet as an attachment to their client invoice for billable hours.
