Invoice workspace
Keep item, customer and transaction details together while preparing invoices.
Platform capabilities
A focused workspace for creating and organizing invoices, reviewing activity and keeping useful business records close.
Illustrative interface · Sample data
Platform
Available features depend on your account, business requirements and current configuration.
Keep item, customer and transaction details together while preparing invoices.
Save the details your team needs for repeat billing and day-to-day administration.
Review recorded workflow status and spot items that may need attention.
Prepare clear invoice records for review, sharing and your own filing process.
See invoice activity in a more useful format for routine business review.
Talk through your workflow and onboarding requirements with the local team.