Raising an invoice off work you have already done, sending it, taking card payment, and recording the money when it lands.
This is where the money actually lands. Every invoice you've raised, what's been paid, and what hasn't.
The pills across the top filter it. Overdue is the one to watch, because that is cash sitting in somebody else's account.
Raising one starts from work you have already done, so nothing gets typed twice.
Pick the job. Worklot pulls the customer, the lines and the value straight off it.
If you are invoicing in stages, drop the percentage in. Half now, half on completion.
Raise it, and you have a numbered invoice with VAT worked out and a due date set from that customer's own payment terms.
From here you can download the branded PDF, or send it to the customer without leaving the page.
Add a pay by card link and they can settle it off their phone the same afternoon.
When the money arrives, record it against the invoice and the outstanding figure drops on its own.
Invoice the day the job finishes, not at month end. Two weeks earlier on every invoice is two weeks of cash you had already earned.
From the payment terms held against that customer. Set them once on the customer record and every invoice you raise for them gets the right due date without you thinking about it.
Yes. You connect your own Stripe account, so the money goes to your bank. Worklot never sits in the middle of your cash.
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