Invoicing & Payments
Invoicing and payments, right next to your projects
Bill clients for the work you deliver, record every payment and see the money arrive in each wallet. Expenses, currencies and outstanding invoices all live in one finance hub.
What you can do with Invoicing & Payments
Invoices per client and project
Issue invoices for a client's project and follow each one from unpaid to paid, with overdue invoices easy to spot.
Payments and wallets
Record payments as they arrive and see them land in the right wallet, with a full transaction history.
Expense tracking
Log what the company spends — rent, software, travel — wallet by wallet, so profit is never a guess.
Multi-currency by design
Work in USD, EUR or any currency you add; balances and reports keep each currency separate.
How it works
Set up currencies and wallets
Add the currencies you work in and a wallet for each account you keep.
Invoice your clients
Create an invoice for the project and record payments as they come in.
Follow the numbers
Watch revenue, expenses and net profit on the KPI dashboard.
Frequently asked questions
Can clients see their invoices?
Yes. Clients have their own login where they see the invoices and payments that belong to them.
Does Workflow support multiple currencies?
Yes. You add the currencies you work with, and wallets, invoices, salaries and reports keep amounts in their own currency.
Can I track expenses as well as income?
Yes. Each expense is recorded against a wallet with a category and a date, and the KPI dashboard shows revenue, expenses and net profit together.
Is Workflow an accounting system?
Workflow covers the day-to-day finance of a project business — invoices, payments, wallets and expenses. For tax filing and full bookkeeping, keep using your accountant's tools.
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