Invoicing

Key features include…

Invoicing

  • Invoice creation and workflow
    • Select multiple jobs or sub-jobs to invoice
    • Assign effort (timesheet entries) to an invoice or carry over to subsequent invoice
    • Assign third party expenses to an invoice (with markup) – capture third party costs
    • Review invoice by team lead, BD manager and finance
    • Customise invoice format
    • Email invoices via PDF to clients
  • Flexible line items
    • Provide one-liner summary of costs
    • Provide summary based on person, activity or full detail of costs
    • Ensure full control over invoice contents – additional line items, comment only lines
    • Ensure full control over line item sale type – assign to different revenue codes

Integration with accounting system

  • Automatically synchronise jobs, clients, suppliers, staff, sales and purchases – operates two-way between Heads-up and your accounting system
  • Update receivables from accounting system (Heads-up imports the amount outstanding)

Client and supplier management

  • Synchronise client and supplier entries with accounting system
  • Maintain details of clients and suppliers – name, address, contacts

Intuitive software

Heads-up is intelligent, integrated, web-based business management software designed to work your way.

We configure it to your business and processes so you can work faster and smarter, and know you’re working more profitably.

Heads-up is an easy complement to your team’s day-to-day work. Seamless integration of your business processes means you’ll save time, gain insight and more easily manage and control your operations.

Video tour

Video tour

Call 07 3852 3412 or email us

Request a demo

Contact us today for access to a trial version of Heads-up or for a live demonstration with your team