Invoicing and Forecasting

This release supports creating retainer invoices for deposits and prepayments, which are allocated to your balance sheet. You can also manage payments over multiple installments and forecast invoices, supporting your cashflow management with accurate information directly from your job. You can also allocate prepayments, including credit notes and overpayments. With our Xero and Zoho Books integration, your financial data is automatically updated with funds correctly allocated to your Balance Sheet and Profit and Loss accounts.

FEATURES

RETAINER WIDGET:

  • Creating Retainer Invoices via the Enquiry Blueprint
  • Integration Retainer Invoices with Zoho Books
  • Funds automatically allocated to your balance sheet.

INVOICE AND FORECASTING:

  • New Invoice and Forecasting Widget for BOQ Estimates and Native Sales Orders.
  • Option to Access the Widget from the Blueprint
  • Create Invoices from multiple forecasts
  • Link Forecasts to Job Instruction Sheets
  • Allocate Prepayments, Credit Notes and Overpayments to Invoices
  • Ability to Automatically Send Invoices (Option)
  • Use Forecasting Widget to track over Liabilities, such as Bank Guarantees
  • Xero / Books Integration of Payments and Allocations