Invoicing

Key features include …

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